VSS icon

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

Overview Fund Activity

541 hedge funds and large institutions have $5.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
64
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$256K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$79M
2
OMC
Old Mission Capital
Illinois
+$40.5M
3
Cerity Partners
Cerity Partners
New York
+$16.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$12M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$70.6M
2
Jane Street
Jane Street
New York
-$27.3M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
TC
Trilogy Capital
California
-$11.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
226
Camelot Portfolios
Ohio
$1.27M -$202K -1,829 -14%
LFG
227
Larson Financial Group
Missouri
$1.24M +$32.9K +298 +3%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.22M -$85K -769 -7%
WF
229
Welch & Forbes
Massachusetts
$1.21M – – –
CTWM
230
Cherry Tree Wealth Management
Minnesota
$1.19M +$1.19M +10,770 New
ULWM
231
Upper Left Wealth Management
Florida
$1.17M +$58.2K +527 +5%
HCP
232
Hexagon Capital Partners
Arkansas
$1.15M -$12.7K -115 -1%
IPW
233
Intergy Private Wealth
Colorado
$1.14M +$43.5K +394 +4%
Deutsche Bank
234
Deutsche Bank
Germany
$1.14M -$221 -2 -0%
SFS
235
Sowell Financial Services
Arkansas
$1.13M -$649K -5,871 -36%
MWM
236
Merriman Wealth Management
Washington
$1.13M +$390K +3,532 +53%
PWLP
237
Prio Wealth Limited Partnership
Massachusetts
$1.11M +$1.11M +10,080 New
ASN
238
Advisory Services Network
Georgia
$1.11M +$45.4K +411 +4%
PWM
239
Praetorian Wealth Management
California
$1.11M +$1.11M +10,038 New
AI
240
Atria Investments
North Carolina
$1.1M +$1.1M +9,960 New
DI
241
DFPG Investments
Utah
$1.08M +$756K +6,562 +233%
CA
242
Continuum Advisory
Idaho
$1.05M +$726K +6,568 +227%
EWM
243
Evergreen Wealth Management
Michigan
$1.01M +$210K +1,900 +26%
MFG
244
Merit Financial Group
Georgia
$1M -$54.1K -490 -5%
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$1M -$4.97K -45 -0.5%
API
246
Advisor Partners II
California
$1M +$1M +9,069 New
PHAM
247
Palisades Hudson Asset Management
Florida
$975K +$60.8K +550 +7%
FA
248
Faithward Advisors
Pennsylvania
$974K -$38.7K -347 -4%
SC
249
Schoolcraft Capital
Colorado
$957K – – –
KeyBank National Association
250
KeyBank National Association
Ohio
$957K +$30.7K +278 +3%
8 9
10
11 12