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

609 hedge funds and large institutions have $4.41B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 197 increasing their positions, 219 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-17
Holders Change %
-2.72%
% of All Funds
8.27%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
54
Increased
197
Reduced
219
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ES
301
Eagle Strategies
New York
$669K +$2.43K +21 +0.4%
EBA
302
Eagle Bay Advisors
New York
$661K -$169K -1,461 -20%
IWP
303
IAG Wealth Partners
Wisconsin
$655K +$11.8K +102 +2%
RIM
304
Rockbridge Investment Management
New York
$640K -$3.58K -31 -0.6%
TNA
305
True North Advisors
Texas
$627K +$3.01K +26 +0.5%
SWM
306
SilverOak Wealth Management
Minnesota
$625K -$465K -4,021 -43%
LCM
307
Liberty Capital Management
Michigan
$611K +$27.5K +238 +5%
YIM
308
Yoffe Investment Management
Pennsylvania
$603K
BI
309
Beckerman Institutional
New Jersey
$594K +$7.51K +65 +1%
BP
310
BWM Planning
Texas
$594K
SFSG
311
Sound Financial Strategies Group
Mississippi
$593K +$65.7K +568 +12%
UCFA
312
United Capital Financial Advisors
Texas
$589K +$8.55K +74 +1%
William Blair & Company
313
William Blair & Company
Illinois
$586K -$85.9K -743 -13%
PTC
314
Private Trust Company
Ohio
$586K +$20.3K +176 +4%
AQR Capital Management
315
AQR Capital Management
Connecticut
$585K +$234K +2,025 +67%
PFG
316
PAX Financial Group
Texas
$584K +$88.8K +768 +18%
BCG
317
Breakwater Capital Group
New Jersey
$576K -$73.2K -633 -11%
TA
318
TFB Advisors
Kansas
$574K -$25.5K -221 -4%
RFP
319
Root Financial Partners
California
$569K -$96.1K -831 -14%
GF
320
Gries Financial
Ohio
$561K -$2.31K -20 -0.4%
AIM
321
Anchor Investment Management
South Carolina
$560K +$8.32K +72 +2%
CSP
322
Cary Street Partners
Virginia
$558K
EWM
323
Evergreen Wealth Management
Michigan
$557K -$576K -4,987 -51%
CCA
324
Clarity Capital Advisors
Florida
$554K
KA
325
Klingman & Associates
New York
$549K +$1.85K +16 +0.3%