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

236 hedge funds and large institutions have $1.73B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 50

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$340M)

4% more funds holding

Funds holding: 228236 (+8)

2.6% more ownership

Funds ownership: 43.77%46.37% (+2.6%)

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $791K

Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
5.88%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
26
Increased
107
Reduced
50
Closed
14
Calls
$13K
Puts
$791K
Net Calls
-$778K
Net Calls Change
-$778K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$6K -$1.28K -12 -18%
NR
227
Newfound Research
Massachusetts
$4K
OIA
228
OneDigital Investment Advisors
Kansas
$3K +$3.3K +31 New
RCA
229
Rowland Carmichael Advisors
Arizona
$2K
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$2K +$2.23K +21 New
GRP
231
Global Retirement Partners
California
$1K
IFA
232
Interactive Financial Advisors
Illinois
$1K
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$1K
IWM
234
IHT Wealth Management
Illinois
$52 +$1.1M +10,298 +104%
BPB
235
Badgley, Phelps & Bell
Washington
-$7.91M -77,094 Closed
PI
236
Putnam Investments
Massachusetts
-$3.18M -31,000 Closed
BCI
237
Brinker Capital Investments
Pennsylvania
-$2.26M -22,000 Closed
VKH
238
Virtu KCG Holdings
New York
-$780K -7,598 Closed
Citadel Advisors
239
Citadel Advisors
Florida
-$568K -5,535 Closed
B
240
Bridgeworth
Alabama
-$396K -3,860 Closed
CCMH
241
Cornerstone Capital Management Holdings
New York
-$382K -3,726 Closed
EWM
242
Empirical Wealth Management
Washington
-$268K -2,612 Closed
Comerica Bank
243
Comerica Bank
Texas
-$261K -2,479 Closed
CPP
244
Crow Point Partners
Massachusetts
-$124K -1,211 Closed
ZB
245
Zions Bancorporation
Utah
-$77K -750 Closed
WTB
246
Washington Trust Bank
Washington
-$56K -547 Closed
CG
247
Cutler Group
California
-$21.3K -200 Closed
OAJ
248
Ogorek Anthony Joseph
New York
-$16.5K -155 -99%
RFM
249
Royal Fund Management
Florida
-$1K -11 Closed

VSS Hedge Fund Activity: Q2 2017 in Review

236 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2017, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VSS positions and 14 closed out — a net gain of 12 holders — while 107 added to existing stakes and 50 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $92.1M. The largest seller was Badgley, Phelps & Bell, exiting entirely with an estimated $7.91M sold.

  • 236 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2017, up from 228 in Q1 2017.
  • Funds reported $1.73B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2017, up 24% quarter-over-quarter.
  • 26 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2017 and 14 closed out, a net change of +12 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2017 was T. Rowe Price Associates, an estimated $92.1M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2017 was Badgley, Phelps & Bell, an estimated $7.91M sold.

Based on aggregated 13F filings for Q2 2017.