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Vanguard FTSE All-World ex-US Small-Cap Index Fund

608 hedge funds and large institutions have $5.48B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 202 increasing their positions, 212 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+28
Holders Change %
+4.83%
% of All Funds
8.8%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
64
Increased
202
Reduced
212
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.52M -$137K -1,091 -8%
SW
227
Simplicity Wealth
New Jersey
$1.52M -$3.23M -25,660 -68%
MAM
228
McLean Asset Management
Virginia
$1.48M -$128K -1,019 -8%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$1.48M -$72K -572 -5%
AI
230
Atria Investments
North Carolina
$1.47M -$166K -1,314 -10%
ULWM
231
Upper Left Wealth Management
Florida
$1.44M -$34.3K -279 -2%
AAS
232
Asset Allocation Strategies
Michigan
$1.44M +$1.44M +11,413 New
LPP
233
Life Planning Partners
Florida
$1.44M
EWA
234
EverSource Wealth Advisors
Alabama
$1.42M -$82.8K -657 -6%
Citigroup
235
Citigroup
New York
$1.39M +$49.1K +390 +4%
PFA
236
Pure Financial Advisors
California
$1.38M +$15.4K +122 +1%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$1.36M -$690K -5,477 -34%
MWM
238
Merriman Wealth Management
Washington
$1.36M -$4.26M -33,832 -76%
OC
239
Oppenheimer & Co
New York
$1.33M +$50K +397 +4%
TCWM
240
Total Clarity Wealth Management
Illinois
$1.32M -$1.48M -11,769 -53%
EWM
241
Evergreen Wealth Management
Michigan
$1.31M +$67.9K +539 +5%
CFFP
242
Center for Financial Planning
Michigan
$1.3M -$113K -898 -8%
WF
243
Welch & Forbes
Massachusetts
$1.3M -$3.15K -25 -0.2%
CIA
244
Concurrent Investment Advisors
Florida
$1.29M +$1.29M +10,250 New
MBFW
245
Morton Brown Family Wealth
Pennsylvania
$1.29M -$174K -1,383 -12%
EFN
246
Equita Financial Network
Pennsylvania
$1.28M -$81.4K -646 -6%
HCA
247
Harbour Capital Advisors
Virginia
$1.28M -$174K -1,405 -12%
BCI
248
Brinker Capital Investments
Pennsylvania
$1.27M +$310K +2,458 +32%
OPS
249
Orion Portfolio Solutions
Nebraska
$1.27M +$310K +2,458 +32%
ASN
250
Advisory Services Network
Georgia
$1.27M