We are live on ! Find out more
VSS icon

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

581 hedge funds and large institutions have $5.11B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 224 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $4.47B → $5.11B (+$638M)

7.73% more ownership

Funds ownership: 53.32%61.05% (+7.7%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

9% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% less funds holding

Funds holding: 582581 (-1)

Holders
581
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
8.39%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
224
Reduced
206
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AllSquare Wealth Management
New York
$1.45M +$2.93K +25 +0.2%
CTWM
227
Cherry Tree Wealth Management
Minnesota
$1.44M +$107K +910 +8%
VBFP
228
Valtinson Bruner Financial Planning
Minnesota
$1.43M +$19.2K +164 +1%
ULWM
229
Upper Left Wealth Management
Florida
$1.41M -$53.8K -458 -4%
MBFW
230
Morton Brown Family Wealth
Pennsylvania
$1.4M -$83.2K -709 -6%
IPW
231
Intergy Private Wealth
Colorado
$1.39M +$36.4K +310 +3%
HCA
232
Harbour Capital Advisors
Virginia
$1.38M -$17.5K -149 -1%
LPP
233
Life Planning Partners
Florida
$1.34M -$61.4K -523 -4%
CFFP
234
Center for Financial Planning
Michigan
$1.32M +$29.9K +255 +2%
PCMC
235
Paragon Capital Management (Colorado)
Colorado
$1.29M +$117 +1 +0%
PFA
236
Pure Financial Advisors
California
$1.28M -$38.1K -325 -3%
EFN
237
Equita Financial Network
Pennsylvania
$1.27M -$37.1K -316 -3%
ASN
238
Advisory Services Network
Georgia
$1.27M +$24.2K +206 +2%
SWP
239
Stratos Wealth Partners
Ohio
$1.27M -$69.5K -592 -5%
MIS
240
Morningstar Investment Services
Illinois
$1.26M +$406K +3,461 +47%
Citigroup
241
Citigroup
New York
$1.25M -$131K -1,112 -9%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$1.23M -$2.09M -17,803 -63%
WF
243
Welch & Forbes
Massachusetts
$1.23M
CP
244
Camelot Portfolios
Ohio
$1.22M +$149K +1,273 +14%
LFG
245
Larson Financial Group
Missouri
$1.2M -$34.6K -295 -3%
OC
246
Oppenheimer & Co
New York
$1.19M -$6.34K -54 -0.5%
PWLP
247
Prio Wealth Limited Partnership
Massachusetts
$1.18M -$4.7K -40 -0.4%
EWM
248
Evergreen Wealth Management
Michigan
$1.15M
OCG
249
Opus Capital Group
Ohio
$1.15M
LSAG
250
Lake Street Advisors Group
New Hampshire
$1.14M -$203K -1,726 -15%

VSS Hedge Fund Activity: Q2 2024 in Review

581 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2024, worth a combined $5.11B — up 14% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VSS positions and 45 closed out — a net gain of 4 holders — while 224 added to existing stakes and 206 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $312M. The largest seller was US Bancorp, cutting an estimated $94.4M.

  • 581 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2024, down from 582 in Q1 2024.
  • Funds reported $5.11B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2024, up 14% quarter-over-quarter.
  • 49 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2024 was Axiom Advisory, an estimated $312M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2024 was US Bancorp, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2024.