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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 %
RWA
251
Ropes Wealth Advisors
Massachusetts
$952K – – –
CAG
252
Csenge Advisory Group
Florida
$945K +$282K +2,555 +43%
BPC
253
Banque Pictet & Cie
Switzerland
$939K +$23.1K +209 +3%
PNAA
254
Pictet North America Advisors
Switzerland
$939K +$23.1K +209 +3%
ECM
255
Evergreen Capital Management
Washington
$937K +$195K +1,762 +26%
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$930K -$1.37M -12,362 -59%
OCG
257
Opus Capital Group
Ohio
$929K -$30.4K -275 -3%
CFFP
258
Center for Financial Planning
Michigan
$865K +$68.9K +624 +9%
FCI
259
Financial Counselors Inc
Kansas
$847K -$40.9K -370 -5%
CC
260
Callan Capital
California
$846K -$55.2K -500 -6%
HSA
261
HBK Sorce Advisory
Pennsylvania
$841K +$339K +3,071 +68%
VBFP
262
Valtinson Bruner Financial Planning
Minnesota
$823K -$59.5K -539 -7%
IWP
263
IAG Wealth Partners
Wisconsin
$821K -$93.6K -847 -10%
US Bancorp
264
US Bancorp
Minnesota
$792K -$28.5K -258 -3%
EWA
265
EverSource Wealth Advisors
Alabama
$789K -$62.3K -564 -7%
RCA
266
Resonant Capital Advisors
Wisconsin
$777K -$8.84K -80 -1%
TWA
267
TCI Wealth Advisors
Arizona
$776K -$6.41K -58 -0.8%
Prudential Financial
268
Prudential Financial
New Jersey
$769K +$769K +6,961 New
CA
269
CGN Advisors
Kansas
$766K +$10.7K +97 +1%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$761K +$210K +1,905 +38%
TAM
271
Tocqueville Asset Management
New York
$755K -$552 -5 -0.1%
JPMPWA
272
J.P. Morgan Private Wealth Advisors
California
$746K +$320K +2,892 +75%
PWM
273
PBMares Wealth Management
Virginia
$739K -$21.5K -195 -3%
AT
274
American Trust
Kentucky
$738K +$738K +6,681 New
CFO
275
Collective Family Office
Pennsylvania
$736K +$736K +6,665 New
9 10
11
12 13