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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 %
JTWM
276
Jackson Thornton Wealth Management
Alabama
$603K +$5.79K +53 +1%
AA
277
Aire Advisors
California
$593K -$699K -6,400 -54%
OCFG
278
O'Connor Financial Group
Illinois
$585K +$585K +5,357 New
LCM
279
Liberty Capital Management
Michigan
$584K +$9.94K +91 +2%
CFO
280
CVA Family Office
Colorado
$574K
SC
281
SouthState Corp
Florida
$574K
VWA
282
Visionary Wealth Advisors
Illinois
$564K -$174K -1,590 -24%
ADL
283
Asset Dedication LLC
California
$555K -$2.62K -24 -0.5%
LNWWM
284
Laird Norton Wetherby Wealth Management
California
$545K -$26.9K -246 -5%
TFA
285
Tobias Financial Advisors
Florida
$544K -$5.79K -53 -1%
FHA
286
Flagship Harbor Advisors
Massachusetts
$540K -$51.7K -473 -9%
SAM
287
Stone Asset Management
Texas
$535K -$974K -8,914 -65%
SAG
288
SageView Advisory Group
California
$533K +$126K +1,156 +31%
GF
289
Gries Financial
Ohio
$520K
MWM
290
MorganRosel Wealth Management
Colorado
$507K +$90K +824 +22%
NWM
291
Northwest Wealth Management
Iowa
$503K -$33K -302 -6%
HSA
292
HBK Sorce Advisory
Pennsylvania
$496K -$2.68M -24,539 -84%
WPWM
293
Windward Private Wealth Management
Kansas
$496K -$26.7K -244 -5%
PTC
294
Private Trust Company
Ohio
$495K
EFG
295
Everhart Financial Group
Ohio
$495K +$203K +1,872 +70%
CSPIA
296
Cary Street Partners Investment Advisory
Virginia
$495K -$6.56K -60 -1%
BJL
297
Brighton Jones LLC
Washington
$492K +$29.3K +268 +6%
BEAM
298
Baker Ellis Asset Management
Washington
$486K
GW
299
GW & Wade
Massachusetts
$477K -$16.5K -151 -3%
MA
300
MAS Advisors
Florida
$475K +$24.6K +225 +5%