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

592 hedge funds and large institutions have $5.22B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 177 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+56
Holders Change %
+10.45%
% of All Funds
8.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
95
Increased
234
Reduced
177
Closed
30
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
RDWM
376
Red Door Wealth Management
Tennessee
$344K +$17.8K +155 +5%
WFA
377
Wellspring Financial Advisors
Ohio
$339K +$339K +2,950 New
BEAM
378
Baker Ellis Asset Management
Washington
$339K -$57.5K -500 -15%
BWM
379
Baystate Wealth Management
Massachusetts
$339K +$30.4K +264 +10%
EWA
380
EP Wealth Advisors
California
$339K +$102K +883 +43%
DCM
381
DGS Capital Management
New Jersey
$337K +$6.56K +57 +2%
TP
382
Tranquility Partners
Tennessee
$337K
MCA
383
Maryland Capital Advisors
Maryland
$337K
PAG
384
Private Advisor Group
New Jersey
$335K +$86.3K +750 +35%
FCI
385
Financial Counselors Inc
Kansas
$328K
KP
386
Keel Point
Alabama
$328K -$7.94K -69 -2%
FNT
387
First National Trust
Pennsylvania
$327K -$22K -191 -6%
MGW
388
MB Generational Wealth
Washington
$322K +$322K +2,796 New
SOAG
389
Silver Oak Advisory Group
Oregon
$321K +$3.22K +28 +1%
SC
390
Scotia Capital
Ontario, Canada
$317K +$13K +113 +4%
DWS
391
Discipline Wealth Solutions
South Carolina
$313K +$313K +2,810 New
WCM
392
Weik Capital Management
Pennsylvania
$311K
PWM
393
PBMares Wealth Management
Virginia
$309K +$1.04K +9 +0.3%
SI
394
Stephens Inc
Arkansas
$308K +$308K +2,680 New
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$307K -$10.8K -94 -3%
Fiera Capital (Canada)
396
Fiera Capital (Canada)
Quebec, Canada
$304K
AG
397
Ascent Group
Virginia
$304K -$20.8K -186 -6%
AIS
398
American Investment Services
Massachusetts
$303K
OFS
399
OneAscent Financial Services
Alabama
$302K +$302K +2,624 New
SFPG
400
Stonebridge Financial Planning Group
Florida
$299K +$299K +2,600 New