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

626 hedge funds and large institutions have $4.8B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 237 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+18
Holders Change %
+2.96%
% of All Funds
8.33%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
82
Increased
237
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$1.22M +$194K +1,693 +19%
WF
252
Welch & Forbes
Massachusetts
$1.2M +$22.2K +194 +2%
EWA
253
EverSource Wealth Advisors
Alabama
$1.2M -$94.3K -824 -7%
CIA
254
Concurrent Investment Advisors
Florida
$1.17M -$6.98K -61 -0.6%
EFN
255
Equita Financial Network
Pennsylvania
$1.17M
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$1.16M -$408K -3,561 -26%
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$1.16M -$70.3K -616 -6%
CFFP
258
Center for Financial Planning
Michigan
$1.15M -$36.9K -322 -3%
BIA
259
Bell Investment Advisors
California
$1.12M +$28.4K +248 +3%
EWM
260
Evergreen Wealth Management
Michigan
$1.12M -$64.1K -560 -5%
MBFW
261
Morton Brown Family Wealth
Pennsylvania
$1.11M -$60K -524 -5%
LSAG
262
Lake Street Advisors Group
New Hampshire
$1.11M
MDA
263
Minot DeBlois Advisors
Massachusetts
$1.1M +$1.1M +9,640 New
OCG
264
Opus Capital Group
Ohio
$1.1M -$8.7K -76 -0.8%
HCA
265
Harbour Capital Advisors
Virginia
$1.1M -$90.8K -792 -8%
OC
266
Oppenheimer & Co
New York
$1.08M -$125K -1,091 -10%
SWM
267
SilverOak Wealth Management
Minnesota
$1.08M +$74.9K +654 +7%
AWE
268
Avidian Wealth Enterprises
Texas
$1.07M -$66.1K -577 -6%
PHAM
269
Palisades Hudson Asset Management
Florida
$1.05M +$16K +140 +2%
LFG
270
Larson Financial Group
Missouri
$1.04M -$77.5K -677 -7%
SA
271
Sanctuary Advisors
Indiana
$1.01M +$18.5K +159 +2%
PWM
272
Praetorian Wealth Management
California
$1.01M +$1.01M +8,809 New
KeyBank National Association
273
KeyBank National Association
Ohio
$998K
BEC
274
Blue Edge Capital
Virginia
$987K -$12.9K -113 -1%
HHGA
275
Halbert Hargrove Global Advisors
California
$983K -$15K -131 -2%