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

637 hedge funds and large institutions have $4.76B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 272 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+28
Holders Change %
+4.6%
% of All Funds
8.54%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
66
Increased
194
Reduced
272
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
301
Windward Private Wealth Management
Kansas
$754K -$96K -714 -11%
ES
302
Eagle Strategies
New York
$749K -$29.3K -218 -4%
AWE
303
Avidian Wealth Enterprises
Texas
$745K -$508K -3,780 -41%
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$738K -$358K -2,661 -33%
RIM
305
Rockbridge Investment Management
New York
$734K -$10.8K -80 -1%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$728K +$728K +5,419 New
TNA
307
True North Advisors
Texas
$718K -$11.4K -85 -2%
CIA
308
Concurrent Investment Advisors
Florida
$716K +$716K +5,325 New
SWM
309
SilverOak Wealth Management
Minnesota
$715K -$11.8K -88 -2%
LCM
310
Liberty Capital Management
Michigan
$710K
YIM
311
Yoffe Investment Management
Pennsylvania
$700K
KIA
312
KCM Investment Advisors
California
$697K +$697K +5,187 New
BI
313
Beckerman Institutional
New Jersey
$691K
SFSG
314
Sound Financial Strategies Group
Mississippi
$690K +$672 +5 +0.1%
BP
315
BWM Planning
Texas
$690K
CAG
316
Csenge Advisory Group
Florida
$684K +$177K +1,384 +35%
M&T Bank
317
M&T Bank
New York
$683K -$203K -1,507 -23%
HF
318
HRT Financial
New York
$677K +$677K +5,043 New
UCFA
319
United Capital Financial Advisors
Texas
$675K -$9.95K -74 -1%
BJL
320
Brighton Jones LLC
Washington
$673K +$36.8K +274 +6%
PTC
321
Private Trust Company
Ohio
$670K -$11.2K -83 -2%
PFG
322
PAX Financial Group
Texas
$657K -$21K -156 -3%
GF
323
Gries Financial
Ohio
$653K
BCG
324
Breakwater Capital Group
New Jersey
$652K -$18K -134 -3%
BCI
325
Brinker Capital Investments
Pennsylvania
$647K -$383K -2,849 -37%