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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 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
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
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
226
Deutsche Bank
Germany
$1.15M -$25.5K -254 -2%
NYLIM
227
New York Life Investment Management
New York
$1.13M +$1.1M +10,955 New
WF
228
Welch & Forbes
Massachusetts
$1.12M -$15.1K -150 -1%
LFG
229
Larson Financial Group
Missouri
$1.09M +$804 +8 +0.1%
HCP
230
Hexagon Capital Partners
Arkansas
$1.09M -$168K -1,666 -14%
AA
231
Ancora Advisors
Ohio
$1.07M +$1.05M +10,399 +173,317%
TA
232
Tectonic Advisors
Texas
$1.03M +$69K +686 +7%
ULWM
233
Upper Left Wealth Management
Florida
$1.02M -$44.6K -444 -4%
PWM
234
Perigon Wealth Management
California
$1.01M +$382K +3,803 +63%
MWM
235
Merriman Wealth Management
Washington
$999K -$797K -7,929 -45%
ASN
236
Advisory Services Network
Georgia
$987K +$32.9K +327 +4%
FA
237
Faithward Advisors
Pennsylvania
$986K +$12.6K +125 +1%
FCI
238
Financial Counselors Inc
Kansas
$967K +$169K +1,678 +22%
PWM
239
Praetorian Wealth Management
California
$966K +$271K +2,700 +40%
IPW
240
Intergy Private Wealth
Colorado
$961K +$150K +1,489 +19%
PWMAG
241
Pinnacle Wealth Management Advisory Group
New Jersey
$925K -$264K -2,625 -23%
OCG
242
Opus Capital Group
Ohio
$919K -$321K -3,189 -26%
SC
243
Schoolcraft Capital
Colorado
$890K -$20.1K -200 -2%
RWA
244
Ropes Wealth Advisors
Massachusetts
$886K +$489K +4,860 +129%
IWP
245
IAG Wealth Partners
Wisconsin
$865K -$158K -1,575 -16%
VBFP
246
Valtinson Bruner Financial Planning
Minnesota
$861K +$503 +5 +0.1%
PHAM
247
Palisades Hudson Asset Management
Florida
$851K +$10.3K +102 +1%
KeyBank National Association
248
KeyBank National Association
Ohio
$842K -$50.3K -500 -6%
CAG
249
Csenge Advisory Group
Florida
$840K +$252K +2,503 +44%
CFFP
250
Center for Financial Planning
Michigan
$834K -$449K -4,461 -35%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.