We are live on ! Find out more
VSS icon

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

542 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 65 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

25% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 171

6% more capital invested

Capital invested by funds: $4.99B → $5.27B (+$286M)

4% more funds holding

Funds holding: 523542 (+19)

0.11% more ownership

Funds ownership: 61.55%61.65% (+0.11%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
542
Holders Change
+19
Holders Change %
+3.63%
% of All Funds
8.51%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
65
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Camelot Portfolios
Ohio
$1.27M -$202K -1,829 -14%
LFG
227
Larson Financial Group
Missouri
$1.24M +$32.8K +298 +3%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.22M -$84.7K -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 +$58.1K +527 +5%
HCP
232
Hexagon Capital Partners
Arkansas
$1.15M -$12.7K -115 -1%
IPW
233
Intergy Private Wealth
Colorado
$1.14M +$43.4K +394 +4%
Deutsche Bank
234
Deutsche Bank
Germany
$1.14M -$220 -2 -0%
SFS
235
Sowell Financial Services
Arkansas
$1.13M -$647K -5,871 -36%
MWM
236
Merriman Wealth Management
Washington
$1.13M +$389K +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 +$45.3K +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 +$723K +6,562 +233%
CA
242
Continuum Advisory
Idaho
$1.05M +$724K +6,568 +227%
EWM
243
Evergreen Wealth Management
Michigan
$1.01M +$209K +1,900 +26%
MFG
244
Merit Financial Group
Georgia
$1M -$54K -490 -5%
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$1M -$4.96K -45 -0.5%
API
246
Advisor Partners II
California
$1M +$999K +9,069 New
PHAM
247
Palisades Hudson Asset Management
Florida
$975K +$60.6K +550 +7%
FA
248
Faithward Advisors
Pennsylvania
$974K -$38.2K -347 -4%
SC
249
Schoolcraft Capital
Colorado
$957K
KeyBank National Association
250
KeyBank National Association
Ohio
$957K +$30.6K +278 +3%

VSS Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2023, worth a combined $5.27B — up 5.7% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VSS positions and 38 closed out — a net gain of 27 holders — while 214 added to existing stakes and 171 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $78.8M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $70.4M.

  • 542 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2023, up from 523 in Q1 2023.
  • Funds reported $5.27B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 65 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2023 and 38 closed out, a net change of +27 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2023 was Clark Capital Management Group, an estimated $78.8M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q2 2023.