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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 %
Creative Planning
26
Creative Planning
Kansas
$40.6M +$2.2M +19,103 +6%
Wells Fargo
27
Wells Fargo
California
$40.1M +$2.66M +23,133 +7%
EA
28
Efficient Advisors
Ohio
$36.8M -$3.06M -26,600 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$36M -$3.41M -29,636 -9%
FSC
30
Full Sail Capital
Oklahoma
$33.1M +$2.62M +22,816 +9%
FFW
31
Fusion Family Wealth
New York
$31.7M -$3.17M -27,590 -9%
LNC
32
Lincoln National Corp
Pennsylvania
$30.9M +$1.08M +9,404 +4%
Bank of America
33
Bank of America
North Carolina
$30.7M -$2.7M -23,461 -8%
AC
34
Apella Capital
Connecticut
$29.4M -$111K -983 -0.4%
BlackRock
35
BlackRock
New York
$28.3M +$1.57M +13,683 +6%
EWM
36
Empirical Wealth Management
Washington
$25.6M -$374K -3,252 -1%
PP
37
PrairieView Partners
Minnesota
$25M +$887K +7,713 +4%
GGS
38
Galvin Gaustad & Stein
Arizona
$24.1M +$1.45M +12,644 +6%
HighTower Advisors
39
HighTower Advisors
Illinois
$22.6M +$1.76M +15,308 +8%
BHWM
40
Beaird Harris Wealth Management
Texas
$22.5M +$1.25M +10,831 +6%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$22.1M +$22.1M +191,849 New
FWP
42
Falcon Wealth Planning
California
$21.6M -$1.16M -10,125 -5%
Cerity Partners
43
Cerity Partners
New York
$21.6M +$13.6M +247,124 +170%
Goldman Sachs
44
Goldman Sachs
New York
$20.7M -$491K -4,271 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$19.9M +$190K +1,652 +1%
Vontobel Holding
46
Vontobel Holding
Switzerland
$19M
2L
47
25 LLC
Missouri
$18.2M +$968K +8,415 +6%
MG
48
Mather Group
Illinois
$17M -$1.93M -16,798 -10%
S2L
49
Sparta 24 Ltd
Israel
$16M +$10.7M +92,969 +203%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$15.4M +$1.16M +10,077 +8%