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

536 hedge funds and large institutions have $5.11B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 219 increasing their positions, 172 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
40
Increased
219
Reduced
172
Closed
44
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Shares
Change %
IF
401
Ironwood Financial
Arizona
$214K
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
$211K -$11.7K -110 -5%
EWM
403
Evercore Wealth Management
New York
$209K -$12.2K -115 -6%
RBC
404
Roble Belko & Company
Pennsylvania
$207K -$153K -1,439 -42%
ACP
405
Aveo Capital Partners
Colorado
$205K +$319 +3 +0.2%
NCG
406
Newport Capital Group
New Jersey
$202K
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$198K
FWP
408
FAS Wealth Partners
Kansas
$192K +$637 +6 +0.3%
AF
409
Advisornet Financial
Minnesota
$191K -$345K -3,247 -64%
NA
410
NewEdge Advisors
Louisiana
$191K -$1.12M -10,558 -85%
Barclays
411
Barclays
United Kingdom
$186K
CAL
412
Capital Advisors Ltd
Ohio
$169K
KFI
413
Key Financial Inc
Pennsylvania
$158K
CSB
414
City State Bank
Iowa
$157K
CA
415
Crewe Advisors
Utah
$149K
SWM
416
Spire Wealth Management
Virginia
$140K +$106 +1 +0.1%
SPIA
417
Steward Partners Investment Advisory
New York
$133K -$33.5K -315 -20%
CWC
418
Carolinas Wealth Consulting
North Carolina
$116K
HI
419
Harbour Investments
Wisconsin
$113K -$15.2K -143 -12%
RDFA
420
Ritter Daniher Financial Advisory
Ohio
$106K
TFGT
421
TS Financial Group (TSFG)
Illinois
$102K +$69.9K +657 +218%
ME
422
McIlrath & Eck
Washington
$99.7K -$27.1K -255 -21%
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.3K +$29.9K +287 +44%
AGWCA
424
Annis Gardner Whiting Capital Advisors
Florida
$97.3K +$97.3K +916 New
CCA
425
Column Capital Advisors
Indiana
$89.3K -$212 -2 -0.2%