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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 %
LPL Financial
51
LPL Financial
California
$12.6M +$1.1M +10,324 +10%
PCA
52
Pallas Capital Advisors
Massachusetts
$12.4M +$635K +6,305 +5%
AIA
53
Alera Investment Advisors
Illinois
$12.3M +$7.82M +73,608 +175%
OMC
54
Old Mission Capital
Illinois
$12.2M -$26.8M -251,929 -69%
CAL
55
Capital Analysts LLC
Pennsylvania
$12M +$595K +5,604 +5%
WPC
56
Wedmont Private Capital
Pennsylvania
$11.6M +$255K +2,444 +2%
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$11.4M +$769K +7,239 +7%
AL
58
Aspiriant LLC
California
$11.3M +$457K +4,301 +4%
ACA
59
Atlas Capital Advisors
Wyoming
$11.3M +$83.9K +790 +0.7%
SW
60
SVB Wealth
Massachusetts
$11M -$592K -5,575 -5%
PGA
61
Portland Global Advisors
Maine
$10.8M +$210K +1,975 +2%
MG
62
MilWealth Group
Wisconsin
$10.7M +$373K +3,508 +4%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$10.7M +$462K +4,351 +5%
PIFP
64
Partners in Financial Planning
Virginia
$10.3M +$425K +4,006 +4%
TWM
65
Tanager Wealth Management
United Kingdom
$10.3M +$1.25M +11,770 +14%
PLFA
66
Pacific Life Fund Advisors
California
$10M -$92.7K -873 -0.9%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$9.95M +$109K +1,026 +1%
JWM
68
JGP Wealth Management
Oregon
$9.61M +$98.3K +926 +1%
RIM
69
Redwood Investment Management
Arizona
$9.22M +$16.7K +157 +0.2%
EWA
70
Exencial Wealth Advisors
Oklahoma
$9.21M -$155K -1,459 -2%
CAN
71
Cetera Advisor Networks
California
$8.88M +$2.33M +21,963 +36%
FC
72
Family CFO
California
$8.85M +$168K +1,582 +2%
IA
73
IFG Advisors
Missouri
$8.72M +$122K +1,145 +1%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$8.68M -$365K -3,436 -4%
BF
75
Brooklyn FI
New York
$7.88M +$197K +1,854 +3%