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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 %
WA
426
WBH Advisory
Maryland
$238K -$9.35K -80 -4%
CW
427
CreativeOne Wealth
Kansas
$235K +$22.8K +195 +11%
SWM
428
Sterling Wealth Management
Illinois
$234K +$5.14K +44 +2%
FWI
429
Facet Wealth Inc
Maryland
$233K +$233K +1,982 New
SYBT
430
Stock Yards Bank & Trust
Kentucky
$231K +$11.7K +100 +5%
CL
431
CIM LLC
New York
$230K
IF
432
Ironwood Financial
Arizona
$227K
National Bank of Canada
433
National Bank of Canada
Quebec, Canada
$225K
IIA
434
Integral Investment Advisors
California
$223K +$223K +1,910 New
CCM
435
Carlson Capital Management
Minnesota
$223K -$1.42M -12,132 -86%
MGIA
436
Moneta Group Investment Advisors
Missouri
$222K +$14.7K +126 +7%
RBC
437
Roble Belko & Company
Pennsylvania
$221K -$6.65K -57 -3%
BFC
438
Bedel Financial Consulting
Indiana
$221K
BDF
439
Black Diamond Financial
Maryland
$213K
ATC
440
Argent Trust Co
Tennessee
$213K
ACM
441
Armbruster Capital Management
New York
$213K
HP
442
Holistic Planning
Texas
$212K -$22.8K -195 -10%
CBFP
443
Cedar Brook Financial Partners
Ohio
$212K -$47.7K -408 -18%
CFO
444
Collective Family Office
Pennsylvania
$211K
SAM
445
Smartleaf Asset Management
Massachusetts
$211K -$701 -6 -0.3%
DWP
446
Destiny Wealth Partners
Florida
$210K
AAS
447
Ameritas Advisory Services
Nebraska
$210K +$210K +1,802 New
SL
448
SFM LLC
New Hampshire
$208K
LSA
449
Lion Street Advisors
Texas
$207K
Barclays
450
Barclays
United Kingdom
$203K