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

592 hedge funds and large institutions have $5.22B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 177 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+56
Holders Change %
+10.45%
% of All Funds
8.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
95
Increased
234
Reduced
177
Closed
30
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
251
Welch & Forbes
Massachusetts
$1.15M -$46K -400 -4%
OCG
252
Opus Capital Group
Ohio
$1.14M +$167K +1,454 +17%
EWM
253
Evergreen Wealth Management
Michigan
$1.13M +$48.7K +423 +5%
PWM
254
Praetorian Wealth Management
California
$1.13M -$45.2K -393 -4%
FA
255
Fountainhead AM
New Jersey
$1.12M +$1.12M +9,727 New
CA
256
Continuum Advisory
Idaho
$1.11M -$43.9K -382 -4%
ASN
257
Advisory Services Network
Georgia
$1.11M -$69.8K -607 -6%
MFG
258
Merit Financial Group
Georgia
$1.09M +$41.6K +362 +4%
CAG
259
Csenge Advisory Group
Florida
$1.06M +$65.7K +571 +7%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$1.06M -$18.5K -161 -2%
PA
261
Paragon Advisors
Texas
$1.05M +$22.7K +197 +2%
PHAM
262
Palisades Hudson Asset Management
Florida
$1.03M +$12.9K +112 +1%
Deutsche Bank
263
Deutsche Bank
Germany
$1M -$49.2K -428 -5%
MIS
264
Morningstar Investment Services
Illinois
$966K +$720K +6,268 +293%
ECM
265
Evergreen Capital Management
Washington
$958K
MMA
266
Miracle Mile Advisors
California
$948K -$1.18M -10,257 -55%
KeyBank National Association
267
KeyBank National Association
Ohio
$946K -$46.7K -406 -5%
VBFP
268
Valtinson Bruner Financial Planning
Minnesota
$921K +$2.99K +26 +0.3%
SWM
269
SilverOak Wealth Management
Minnesota
$918K +$918K +7,979 New
CAM
270
Cresset Asset Management
Illinois
$911K -$489K -4,248 -35%
CC
271
Callan Capital
California
$902K +$9.78K +85 +1%
BCI
272
Brinker Capital Investments
Pennsylvania
$872K +$376K +3,308 +76%
OPS
273
Orion Portfolio Solutions
Nebraska
$872K +$376K +3,308 +76%
SC
274
Schoolcraft Capital
Colorado
$866K -$129K -1,120 -13%
M&T Bank
275
M&T Bank
New York
$849K -$187K -1,628 -18%