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

609 hedge funds and large institutions have $5.48B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 212 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 31

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

7% more capital invested

Capital invested by funds: $5.11B → $5.48B (+$366M)

5% more funds holding

Funds holding: 581609 (+28)

0.58% less ownership

Funds ownership: 61.05%60.47% (-0.58%)

4% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 212

Holders
609
Holders Change
+28
Holders Change %
+4.82%
% of All Funds
8.74%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
64
Increased
203
Reduced
212
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.52M -$132K -1,091 -8%
SW
227
Simplicity Wealth
New Jersey
$1.52M -$3.09M -25,660 -68%
MAM
228
McLean Asset Management
Virginia
$1.48M -$123K -1,019 -8%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$1.48M -$69K -572 -5%
AI
230
Atria Investments
North Carolina
$1.47M -$158K -1,314 -10%
ULWM
231
Upper Left Wealth Management
Florida
$1.44M -$33.6K -279 -2%
AAS
232
Asset Allocation Strategies
Michigan
$1.44M +$1.38M +11,413 New
LPP
233
Life Planning Partners
Florida
$1.44M
EWA
234
EverSource Wealth Advisors
Alabama
$1.42M -$79.2K -657 -6%
Citigroup
235
Citigroup
New York
$1.39M +$47K +390 +4%
PFA
236
Pure Financial Advisors
California
$1.38M +$14.7K +122 +1%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$1.36M -$660K -5,477 -34%
MWM
238
Merriman Wealth Management
Washington
$1.36M -$4.08M -33,832 -76%
OC
239
Oppenheimer & Co
New York
$1.33M +$47.9K +397 +4%
TCWM
240
Total Clarity Wealth Management
Illinois
$1.32M -$1.42M -11,769 -53%
EWM
241
Evergreen Wealth Management
Michigan
$1.31M +$65K +539 +5%
CFFP
242
Center for Financial Planning
Michigan
$1.3M -$108K -898 -8%
WF
243
Welch & Forbes
Massachusetts
$1.3M -$3.01K -25 -0.2%
CIA
244
Concurrent Investment Advisors
Florida
$1.29M +$1.24M +10,250 New
MBFW
245
Morton Brown Family Wealth
Pennsylvania
$1.29M -$167K -1,383 -12%
EFN
246
Equita Financial Network
Pennsylvania
$1.28M -$77.9K -646 -6%
HCA
247
Harbour Capital Advisors
Virginia
$1.28M -$169K -1,405 -12%
BCI
248
Brinker Capital Investments
Pennsylvania
$1.27M +$296K +2,458 +32%
OPS
249
Orion Portfolio Solutions
Nebraska
$1.27M +$296K +2,458 +32%
ASN
250
Advisory Services Network
Georgia
$1.27M

VSS Hedge Fund Activity: Q3 2024 in Review

609 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2024, worth a combined $5.48B — up 7.2% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VSS positions and 31 closed out — a net gain of 33 holders — while 203 added to existing stakes and 212 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $63.1M. The largest seller was Symmetry Partners, cutting an estimated $48.1M.

  • 609 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2024, up from 581 in Q2 2024.
  • Funds reported $5.48B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2024, up 7.2% quarter-over-quarter.
  • 64 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2024 and 31 closed out, a net change of +33 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $63.1M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2024 was Symmetry Partners, an estimated $48.1M sold.

Based on aggregated 13F filings for Q3 2024.