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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 %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$14.7M +$275K +2,389 +2%
LPL Financial
52
LPL Financial
California
$14.1M +$435K +3,781 +3%
WPC
53
Wedmont Private Capital
Pennsylvania
$13.9M +$1.27M +11,153 +10%
ST
54
Spinnaker Trust
Maine
$13.8M +$101K +879 +0.7%
FHA
55
First Horizon Advisors
Tennessee
$13.4M -$271K -2,360 -2%
AIA
56
Alera Investment Advisors
Illinois
$13.2M -$59.4K -516 -0.4%
PCA
57
Pallas Capital Advisors
Massachusetts
$13.2M -$1.02M -8,865 -7%
CAL
58
Capital Analysts LLC
Pennsylvania
$13.1M +$177K +1,542 +1%
CB
59
Commerce Bank
Missouri
$12.9M -$5.36M -46,598 -29%
Ameriprise
60
Ameriprise
Minnesota
$12.9M +$4.67M +40,637 +57%
AL
61
Aspiriant LLC
California
$12.5M +$205K +1,783 +2%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$12.2M -$175K -1,519 -1%
PGA
63
Portland Global Advisors
Maine
$12.1M +$366K +3,183 +3%
MG
64
MilWealth Group
Wisconsin
$12.1M +$438K +3,806 +4%
NEWAS
65
N.E.W. Advisory Services
Wisconsin
$11.9M +$362K +3,146 +3%
PIFP
66
Partners in Financial Planning
Virginia
$11.7M +$472K +4,101 +4%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$11.7M +$877K +7,627 +8%
TWM
68
Tanager Wealth Management
United Kingdom
$11.6M +$436K +3,791 +4%
OMC
69
Old Mission Capital
Illinois
$11.5M -$1.71M -14,887 -13%
ACA
70
Atlas Capital Advisors
Wyoming
$11.2M -$1.02M -8,902 -8%
CAN
71
Cetera Advisor Networks
California
$10.8M +$1.17M +10,163 +12%
JWM
72
JGP Wealth Management
Oregon
$10.7M +$280K +2,432 +3%
PLFA
73
Pacific Life Fund Advisors
California
$10.7M -$199K -1,733 -2%
SW
74
SVB Wealth
Massachusetts
$10.6M -$1.36M -11,844 -11%
S
75
Syntrinsic
Colorado
$10.3M +$10.3M +89,927 New