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

581 hedge funds and large institutions have $4.47B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 205 increasing their positions, 220 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-11
Holders Change %
-1.86%
% of All Funds
8.42%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
41
Increased
205
Reduced
220
Closed
42
Calls
$608K
Puts
$280K
Net Calls
+$328K
Net Calls Change
-$766K
Name Holding Trade Value Shares
Change
Shares
Change %
WF
251
Welch & Forbes
Massachusetts
$1.21M +$32.1K +275 +3%
OC
252
Oppenheimer & Co
New York
$1.19M -$38.9K -333 -3%
PWLP
253
Prio Wealth Limited Partnership
Massachusetts
$1.18M
AWE
254
Avidian Wealth Enterprises
Texas
$1.16M -$20.4K -175 -2%
FCBT
255
First Citizens Bank & Trust
North Carolina
$1.16M +$595K +5,093 +106%
EWM
256
Evergreen Wealth Management
Michigan
$1.15M
OCG
257
Opus Capital Group
Ohio
$1.15M -$5.49K -47 -0.5%
M&T Bank
258
M&T Bank
New York
$1.08M +$214K +1,830 +25%
CP
259
Camelot Portfolios
Ohio
$1.07M -$317K -2,717 -23%
EWA
260
EverSource Wealth Advisors
Alabama
$1.06M +$260K +2,269 +32%
PHAM
261
Palisades Hudson Asset Management
Florida
$1.05M
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$1.04M +$508K +4,342 +96%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$1.02M +$594K +5,083 +138%
UCFA
264
United Capital Financial Advisors
Texas
$987K -$627K -5,363 -39%
KeyBank National Association
265
KeyBank National Association
Ohio
$968K +$6.89K +59 +0.7%
SWM
266
SilverOak Wealth Management
Minnesota
$967K +$34.5K +295 +4%
BCI
267
Brinker Capital Investments
Pennsylvania
$955K +$58.1K +497 +6%
OPS
268
Orion Portfolio Solutions
Nebraska
$955K +$58.1K +497 +6%
CC
269
Callan Capital
California
$916K
ECM
270
Evergreen Capital Management
Washington
$897K -$75.9K -650 -8%
MFG
271
Merit Financial Group
Georgia
$881K -$235K -2,003 -21%
TSW
272
Thompson Siegel & Walmsley
Virginia
$880K +$105K +895 +13%
SC
273
Schoolcraft Capital
Colorado
$880K
Millennium Management
274
Millennium Management
New York
$874K -$2.51M -21,496 -74%
CAM
275
Cresset Asset Management
Illinois
$863K -$61.7K -528 -7%