We are live on ! Find out more
VSS icon

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

525 hedge funds and large institutions have $6.35B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 210 increasing their positions, 138 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 138

1.5% more ownership

Funds ownership: 67%68.5% (+1.5%)

6% more call options, than puts

Call options by funds: $706K | Put options by funds: $669K

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

3% less capital invested

Capital invested by funds: $6.55B → $6.35B (-$202M)

1% less funds holding

Funds holding: 532525 (-7)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
525
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.28%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
58
Increased
210
Reduced
138
Closed
57
Calls
$706K
Puts
$669K
Net Calls
+$37K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$825K +$823K +6,556 New
CAG
252
Csenge Advisory Group
Florida
$817K +$84.3K +672 +11%
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$800K
DWT
254
Dorsey & Whitney Trust
South Dakota
$773K
WT
255
Whittier Trust
California
$771K +$753 +6 +0.1%
HIGP
256
Hill Investment Group Partners
Missouri
$759K
MA
257
MUFG Americas
New York
$734K
MFGM
258
Marshall Financial Group (Maryland)
Maryland
$730K +$471K +3,755 +176%
FHA
259
Flagship Harbor Advisors
Massachusetts
$715K +$27K +215 +4%
BJL
260
Brighton Jones LLC
Washington
$709K
SAM
261
Stone Asset Management
Texas
$706K +$396K +3,158 +124%
CAL
262
Capital Analysts LLC
Pennsylvania
$704K -$485K -3,865 -40%
SWP
263
Stratos Wealth Partners
Ohio
$701K +$472K +3,765 +199%
OMC
264
Old Mission Capital
Illinois
$701K +$710K +5,655 New
EBA
265
Eagle Bay Advisors
New York
$696K +$13.3K +106 +2%
GF
266
Gries Financial
Ohio
$694K
IPW
267
Intergy Private Wealth
Colorado
$694K +$298K +2,374 +74%
BFEC
268
Benjamin F. Edwards & Company
Missouri
$688K +$34.6K +276 +5%
VBFP
269
Valtinson Bruner Financial Planning
Minnesota
$685K +$133K +1,060 +23%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$661K +$71.4K +569 +12%
CA
271
CoreCap Advisors
Michigan
$659K +$101K +806 +18%
MCA
272
Maryland Capital Advisors
Maryland
$653K +$47.3K +377 +8%
ZIM
273
Zacks Investment Management
Illinois
$631K -$399K -3,183 -38%
LCM
274
Liberty Capital Management
Michigan
$625K +$16.7K +133 +3%
PA
275
Parallel Advisors
California
$621K

VSS Hedge Fund Activity: Q1 2022 in Review

525 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2022, worth a combined $6.35B — down 3.1% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VSS positions and 57 closed out — a net gain of 1 holder — while 210 added to existing stakes and 138 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $125M. The largest seller was Jones Financial Companies, cutting an estimated $141M.

  • 525 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2022, down from 532 in Q4 2021.
  • Funds reported $6.35B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 58 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2022 and 57 closed out, a net change of +1 holder.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2022 was 1832 Asset Management, an estimated $125M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2022 was Jones Financial Companies, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2022.