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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 %
PMFA
451
Plante Moran Financial Advisors
Michigan
$31K
DJSG
452
D.J. St. Germain
Massachusetts
$28.1K
AA
453
Ancora Advisors
Ohio
$27.1K
PWMG
454
Provence Wealth Management Group
California
$27K +$27K +254 New
GWM
455
Guardian Wealth Management
Illinois
$26K +$106 +1 +0.4%
AC
456
AlphaCore Capital
California
$25.8K +$17.5K +165 +212%
PCA
457
Providence Capital Advisors
North Carolina
$24.6K +$24.6K +232 New
GI
458
Gradient Investments
Minnesota
$24.4K
PO
459
Private Ocean
California
$22.9K -$10.3K -97 -31%
SOS
460
Silver Oak Securities
Tennessee
$22.5K +$22.5K +212 New
HWP
461
Highline Wealth Partners
California
$21.9K +$21.9K +206 New
AAG
462
Armstrong Advisory Group
Massachusetts
$21.2K
FFA
463
Farther Finance Advisors
California
$18.9K -$13.5K -127 -42%
FP
464
Financial Perspectives
Minnesota
$18.6K
BCMLT
465
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
BWL
466
Bogart Wealth LLC
Virginia
$17.7K
MA
467
MCF Advisors
Kentucky
$17.2K
BTI
468
Blue Trust Inc
Georgia
$17K
CT
469
Colonial Trust
South Carolina
$17K +$6.37K +60 +60%
BWS
470
Buck Wealth Strategies
Colorado
$16.4K +$16.4K +155 New
EWM
471
Evermay Wealth Management
Virginia
$15.9K
LB
472
Legacy Bridge
Iowa
$14.9K
M
473
MOTCO
Texas
$13.7K
IBOK
474
Independence Bank of Kentucky
Kentucky
$13.6K
UIA
475
Ulland Investment Advisors
Minnesota
$13K