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Vanguard FTSE All-World ex-US Small-Cap Index Fund

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+38
Holders Change %
+7.69%
% of All Funds
8.58%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
47
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$14.1M +$2.3M +22,423 +20%
MWM
52
Modera Wealth Management
New Jersey
$13.9M -$499K -4,853 -3%
AL
53
Aspiriant LLC
California
$13.2M -$25.6M -248,787 -66%
TC
54
Trilogy Capital
California
$12.5M +$72.3K +703 +0.6%
OMC
55
Old Mission Capital
Illinois
$12.1M +$12.1M +118,059 New
ST
56
Spinnaker Trust
Maine
$12.1M -$82.3K -800 -0.7%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$11.9M +$5.89M +57,280 +98%
FHA
58
First Horizon Advisors
Tennessee
$11.3M -$160K -1,559 -1%
LPL Financial
59
LPL Financial
California
$10.8M -$2.16M -20,996 -17%
UCFA
60
United Capital Financial Advisors
Texas
$10.5M -$2.42M -23,535 -19%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$10.4M +$463K +4,500 +5%
PCA
62
Pallas Capital Advisors
Massachusetts
$10.3M +$1.42M +12,850 +16%
KBFS
63
Kohmann Bosshard Financial Services
Ohio
$10.1M +$1.1M +10,666 +12%
MG
64
MilWealth Group
Wisconsin
$9.98M +$745K +7,245 +8%
PIFP
65
Partners in Financial Planning
Virginia
$9.74M +$54.2K +524 +0.6%
JWM
66
JGP Wealth Management
Oregon
$9.68M +$9.68M +94,125 New
PGA
67
Portland Global Advisors
Maine
$9.44M +$256K +2,493 +3%
EWA
68
Exencial Wealth Advisors
Oklahoma
$9.43M -$333K -3,237 -3%
PFO
69
Pathstone Family Office
New Jersey
$9.26M +$3.62M +47,166 +64%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$9.1M -$802K -7,798 -8%
WPC
71
Wedmont Private Capital
Pennsylvania
$8.43M +$1.21M +11,399 +17%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$8.21M +$687K +6,686 +9%
IA
73
IFG Advisors
Missouri
$8.09M +$780K +7,586 +11%
FC
74
Family CFO
California
$8.01M +$1.39M +13,547 +21%
RIM
75
Redwood Investment Management
Arizona
$7.88M +$7.88M +76,684 New