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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 %
CMBA
501
C.M. Bidwell & Associates
Hawaii
$36.7K
T
502
Tidemark
California
$33.8K +$1.17K +10 +4%
SIC
503
Salem Investment Counselors
North Carolina
$33.8K +$33.8K +289 New
GI
504
Gradient Investments
Minnesota
$32.7K +$4.79K +41 +17%
DJSG
505
D.J. St. Germain
Massachusetts
$31K
HNB
506
Huntington National Bank
Ohio
$30.4K -$45.7K
AA
507
Ancora Advisors
Ohio
$29.1K -$234 -2 -0.8%
W
508
WealthCollab
Washington
$28.9K
GWM
509
Guardian Wealth Management
Illinois
$28.7K
TCOV
510
Trust Company of Vermont
Vermont
$27.8K +$20.3K +174 +272%
PO
511
Private Ocean
California
$25.2K -$62K -531 -71%
BL
512
Balentine LLC
Georgia
$24.2K +$24.2K +207 New
RCM
513
Robinson Capital Management
Michigan
$23.3K -$23.3K -200 -50%
AAG
514
Armstrong Advisory Group
Massachusetts
$23K
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$22.6K -$114K -972 -83%
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.5K +$5.32K +47 +35%
FP
517
Financial Perspectives
Minnesota
$20.4K
BWL
518
Bogart Wealth LLC
Virginia
$19.5K
AWM
519
Abound Wealth Management
Tennessee
$19K +$15.4K +132 +426%
SOS
520
Silver Oak Securities
Tennessee
$19K -$627K -5,380 -97%
MA
521
MCF Advisors
Kentucky
$18.9K
EWM
522
Evermay Wealth Management
Virginia
$17.5K
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.8K
EAM
524
Empirical Asset Management
Massachusetts
$16.7K +$16.7K +16,714 New
LB
525
Legacy Bridge
Iowa
$16.4K