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

523 hedge funds and large institutions have $4.99B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-9
Holders Change %
-1.69%
% of All Funds
8.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
61
Increased
180
Reduced
190
Closed
56
Calls
$252K
Puts
$297K
Net Calls
-$45K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
251
Baldrige Asset Management
Pennsylvania
$830K +$20.3K +186 +3%
US Bancorp
252
US Bancorp
Minnesota
$811K -$68.4K -626 -8%
AC
253
Anson Capital
Georgia
$803K -$58.4K -535 -7%
EWM
254
Evergreen Wealth Management
Michigan
$795K +$50.6K +463 +7%
CFFP
255
Center for Financial Planning
Michigan
$787K -$99.4K -910 -11%
RCA
256
Resonant Capital Advisors
Wisconsin
$777K -$3.83M -35,029 -83%
TWA
257
TCI Wealth Advisors
Arizona
$774K
PWM
258
PBMares Wealth Management
Virginia
$752K -$11.9K -109 -2%
TAM
259
Tocqueville Asset Management
New York
$748K
CA
260
CGN Advisors
Kansas
$747K +$25.6K +234 +4%
RIM
261
Rockbridge Investment Management
New York
$735K +$21.4K +196 +3%
ECM
262
Evergreen Capital Management
Washington
$734K -$8.08K -74 -1%
MWM
263
Merriman Wealth Management
Washington
$733K -$329K -3,011 -31%
MC
264
Matisse Capital
Oregon
$691K +$691K +6,321 New
DWT
265
Dorsey & Whitney Trust
South Dakota
$682K
EWA
266
Encompass Wealth Advisors
Oregon
$678K +$13K +119 +2%
BPA
267
Beacon Pointe Advisors
California
$675K -$36.7K -336 -5%
BFEC
268
Benjamin F. Edwards & Company
Missouri
$669K +$7.43K +68 +1%
WF
269
Warner Financial
Maryland
$669K +$95.4K +873 +17%
AF
270
Allworth Financial
California
$656K +$343K +3,139 +110%
CAG
271
Csenge Advisory Group
Florida
$655K -$238K -2,181 -27%
HIGP
272
Hill Investment Group Partners
Missouri
$637K
NW
273
NewEdge Wealth
Pennsylvania
$621K +$621K +5,689 New
NGA
274
Naples Global Advisors
Florida
$616K +$10.9K +100 +2%
ES
275
Eagle Strategies
New York
$611K -$105K -960 -15%