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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 %
AG
401
Ascent Group
Virginia
$305K -$11.8K -101 -4%
AF
402
Advisornet Financial
Minnesota
$302K +$132K +1,129 +77%
SOAG
403
Silver Oak Advisory Group
Oregon
$300K -$26.4K -226 -8%
EFS
404
Essex Financial Services
Connecticut
$298K -$1.99K -17 -0.7%
JWM
405
Jeppson Wealth Management
California
$292K
FMTC
406
Farmers & Merchants Trust Company
California
$289K +$289K +2,472 New
FWIA
407
Fort Washington Investment Advisors
Ohio
$285K +$13.7K +117 +5%
PAG
408
Private Advisor Group
New Jersey
$283K -$56.8K -486 -17%
MFGM
409
Marshall Financial Group (Maryland)
Maryland
$277K -$100K -858 -27%
CA
410
CSM Advisors
Pennsylvania
$275K
UB
411
UMB Bank
Missouri
$274K -$20.4K -175 -7%
FPTW
412
Franklin, Parlapiano, Turner & Welch
Texas
$273K -$23.5K -201 -8%
MC
413
Matisse Capital
Oregon
$273K
FCP
414
Fidelis Capital Partners
Florida
$273K +$273K +2,335 New
FNT
415
First National Trust
Pennsylvania
$273K -$59.1K -506 -18%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$272K
KA
417
Klingman & Associates
New York
$268K
TC
418
TownSquare Capital
Utah
$265K +$265K +2,271 New
DWM
419
Drive Wealth Management
Utah
$256K +$256K +2,190 New
CIBC World Market
420
CIBC World Market
Ontario, Canada
$254K +$254K +2,175 New
UFF
421
USA Financial Formulas
Michigan
$248K -$29K -248 -10%
CIA
422
Capital Investment Advisors
Georgia
$247K -$20K -171 -7%
FA
423
Fountainhead AM
New Jersey
$247K -$889K -7,611 -78%
Lido Advisors
424
Lido Advisors
California
$247K +$247K +2,112 New
FNBOMD
425
First National Bank of Mount Dora
Florida
$245K