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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 %
CA
276
CGN Advisors
Kansas
$820K +$17.1K +149 +2%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$810K +$160K +1,388 +25%
EWA
278
EverSource Wealth Advisors
Alabama
$807K -$6.44K -56 -0.8%
TWA
279
TCI Wealth Advisors
Arizona
$805K +$2.76K +24 +0.3%
AC
280
Anson Capital
Georgia
$798K +$135K +1,172 +20%
BIP
281
Brandes Investment Partners
California
$794K +$794K +6,903 New
TAM
282
Tocqueville Asset Management
New York
$787K
EWA
283
Encompass Wealth Advisors
Oregon
$785K +$21.9K +190 +3%
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$784K -$3.38M -29,395 -81%
NGA
285
Naples Global Advisors
Florida
$781K +$71.9K +625 +10%
RFS
286
Richardson Financial Services
Massachusetts
$773K +$773K +6,720 New
TSW
287
Thompson Siegel & Walmsley
Virginia
$763K +$510K +4,433 +201%
FA
288
Faithward Advisors
Pennsylvania
$762K -$205K -1,862 -21%
EBA
289
Eagle Bay Advisors
New York
$757K -$1.47M -12,796 -66%
CA
290
CoreCap Advisors
Michigan
$755K +$64.5K +561 +9%
IWP
291
IAG Wealth Partners
Wisconsin
$749K -$102K -884 -12%
WPWM
292
Windward Private Wealth Management
Kansas
$738K +$151K +1,309 +26%
WF
293
Warner Financial
Maryland
$724K +$10.9K +95 +2%
DWT
294
Dorsey & Whitney Trust
South Dakota
$718K
AHC
295
Anderson Hoagland & Co
Missouri
$711K -$739K -6,654 -51%
MOS
296
MGO One Seven
Ohio
$711K +$52.5K +456 +8%
FMWA
297
Forvis Mazars Wealth Advisors
Missouri
$709K -$786K -6,831 -53%
SC
298
SouthState Corp
Florida
$700K +$60.9K +529 +10%
MWM
299
MorganRosel Wealth Management
Colorado
$679K +$124K +1,075 +22%
HIGP
300
Hill Investment Group Partners
Missouri
$671K