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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 %
SFS
301
Summit Financial Strategies
Ohio
$691K +$70.7K +605 +11%
Citadel Advisors
302
Citadel Advisors
Florida
$691K +$691K +5,912 New
MWM
303
Moran Wealth Management
Florida
$683K +$166K +1,423 +32%
HIGP
304
Hill Investment Group Partners
Missouri
$682K -$117 -1 -0%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$679K +$2.69K +23 +0.4%
FMWA
306
Forvis Mazars Wealth Advisors
Missouri
$677K -$43.5K -372 -6%
RA
307
RFG Advisory
Alabama
$676K +$676K +5,789 New
IWP
308
IAG Wealth Partners
Wisconsin
$670K -$90.2K -772 -12%
CL
309
Choreo LLC
Illinois
$669K -$7.01K -60 -1%
RIM
310
Rockbridge Investment Management
New York
$668K +$6.08K +52 +0.9%
Comerica Bank
311
Comerica Bank
Texas
$664K -$11.2K -96 -2%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$660K -$18.5K -158 -3%
JTWM
313
Jackson Thornton Wealth Management
Alabama
$655K +$31.2K +267 +5%
TFA
314
Tobias Financial Advisors
Florida
$636K -$21.6K -185 -3%
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$630K +$215K +1,841 +52%
DAS
316
Dynamic Advisor Solutions
Arizona
$621K +$29.3K +251 +5%
AWS
317
Atria Wealth Solutions
New York
$613K +$55.3K +473 +10%
TA
318
TFB Advisors
Kansas
$610K +$383K +3,341 +169%
JFGLC
319
Johnson Financial Group LLC (Colorado)
Colorado
$607K +$321K +2,750 +113%
FFA
320
Frazier Financial Advisors
Ohio
$601K -$23.7K -203 -4%
LCM
321
Liberty Capital Management
Michigan
$601K -$20.3K -174 -3%
ADL
322
Asset Dedication LLC
California
$586K -$467 -4 -0.1%
GT
323
Glenmede Trust
Pennsylvania
$581K
MMA
324
Miracle Mile Advisors
California
$580K -$384K -3,283 -40%
Bank of New York Mellon
325
Bank of New York Mellon
New York
$579K -$60.5M -517,377 -99%