VSS icon

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

523 hedge funds and large institutions have $4.99B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-9
Holders Change %
-1.69%
% of All Funds
8.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
61
Increased
180
Reduced
190
Closed
56
Calls
$252K
Puts
$297K
Net Calls
-$45K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Shares
Change %
RDWM
351
Red Door Wealth Management
Tennessee
$309K
DI
352
DFPG Investments
Utah
$308K +$308K +2,815 New
SOAG
353
Silver Oak Advisory Group
Oregon
$303K -$1.09K -10 -0.4%
CAM
354
Clark Asset Management
New Hampshire
$299K
AWS
355
Atria Wealth Solutions
New York
$297K -$5.79K -53 -2%
WCM
356
Weik Capital Management
Pennsylvania
$295K
AFG
357
Allegheny Financial Group
Pennsylvania
$295K -$5.57K -51 -2%
Fiera Capital (Canada)
358
Fiera Capital (Canada)
Quebec, Canada
$289K
WFA
359
Wade Financial Advisory
California
$286K
BWM
360
Baystate Wealth Management
Massachusetts
$285K
MOS
361
MGO One Seven
Ohio
$285K -$166K -1,524 -37%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$283K -$58K -531 -17%
CPRC
363
Consolidated Portfolio Review Corp
New York
$282K +$282K +2,582 New
GPA
364
Guidance Point Advisors
Massachusetts
$282K
MWP
365
Meridian Wealth Partners
Pennsylvania
$281K +$281K +2,571 New
AIM
366
Anchor Investment Management
South Carolina
$281K +$62.8K +575 +29%
EFS
367
Essex Financial Services
Connecticut
$278K
DCM
368
DGS Capital Management
New Jersey
$278K +$60.2K +551 +28%
JWM
369
Jeppson Wealth Management
California
$268K +$4.37K +40 +2%
Citadel Advisors
370
Citadel Advisors
Florida
$265K +$265K +2,428 New
SFS
371
Summit Financial Strategies
Ohio
$261K +$261K +2,390 New
FWP
372
FAS Wealth Partners
Kansas
$261K -$99.9K -915 -28%
GT
373
Glenmede Trust
Pennsylvania
$259K +$24.6K +225 +10%
WRPWM
374
Werba Rubin Papier Wealth Management
California
$258K -$20.8K -190 -7%
CA
375
CSM Advisors
Pennsylvania
$257K +$257K +2,350 New