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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 %
Deutsche Bank
276
Deutsche Bank
Germany
$863K -$154K -1,318 -15%
CAG
277
Csenge Advisory Group
Florida
$860K -$220K -1,882 -20%
NGA
278
Naples Global Advisors
Florida
$858K +$64.3K +550 +8%
MIS
279
Morningstar Investment Services
Illinois
$854K -$128K -1,095 -13%
CA
280
CGN Advisors
Kansas
$853K +$19.6K +168 +2%
CA
281
CoreCap Advisors
Michigan
$841K +$73.3K +627 +10%
CA
282
Continuum Advisory
Idaho
$837K -$308K -2,603 -27%
MOS
283
MGO One Seven
Ohio
$826K +$104K +889 +14%
AC
284
Anson Capital
Georgia
$824K +$13.6K +116 +2%
SPP
285
Single Point Partners
Massachusetts
$816K -$509K -4,353 -38%
FA
286
Faithward Advisors
Pennsylvania
$802K -$6.08K -52 -0.8%
TAM
287
Tocqueville Asset Management
New York
$799K
William Blair & Company
288
William Blair & Company
Illinois
$792K +$136K +1,167 +21%
SAG
289
SageView Advisory Group
California
$778K -$147K -766 -16%
PWM
290
PBMares Wealth Management
Virginia
$767K +$453K +3,875 +144%
TWA
291
TCI Wealth Advisors
Arizona
$766K -$51.3K -439 -6%
EFG
292
Everhart Financial Group
Ohio
$739K +$63.4K +543 +9%
WF
293
Warner Financial
Maryland
$735K
DWT
294
Dorsey & Whitney Trust
South Dakota
$729K
WPWM
295
Windward Private Wealth Management
Kansas
$723K -$26.4K -226 -4%
BRWA
296
B. Riley Wealth Advisors
Florida
$717K +$268K +2,527 +60%
EWA
297
Encompass Wealth Advisors
Oregon
$713K -$84.4K -722 -11%
SC
298
SouthState Corp
Florida
$711K
HSA
299
HBK Sorce Advisory
Pennsylvania
$703K +$230K +1,965 +49%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$697K -$126K -1,080 -15%