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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
PWLP
251
Prio Wealth Limited Partnership
Massachusetts
$1.26M
AWE
252
Avidian Wealth Enterprises
Texas
$1.25M +$46.2K +383 +4%
LFG
253
Larson Financial Group
Missouri
$1.23M -$49.9K -414 -4%
LSAG
254
Lake Street Advisors Group
New Hampshire
$1.22M
OCG
255
Opus Capital Group
Ohio
$1.22M -$18.1K -150 -2%
BIA
256
Bell Investment Advisors
California
$1.21M +$723 +6 +0.1%
PHAM
257
Palisades Hudson Asset Management
Florida
$1.13M -$1.81K -15 -0.2%
KWM
258
Kingsview Wealth Management
Oregon
$1.13M +$462K +3,835 +75%
SWM
259
SilverOak Wealth Management
Minnesota
$1.11M -$25K -207 -2%
BEC
260
Blue Edge Capital
Virginia
$1.1M -$618K -5,127 -37%
HHGA
261
Halbert Hargrove Global Advisors
California
$1.1M -$106K -882 -9%
KeyBank National Association
262
KeyBank National Association
Ohio
$1.1M -$7.11K -59 -0.7%
FCBT
263
First Citizens Bank & Trust
North Carolina
$1.09M -$68K -564 -6%
CP
264
Camelot Portfolios
Ohio
$1.07M -$234K -1,942 -19%
NGA
265
Naples Global Advisors
Florida
$1.03M +$79K +655 +9%
SWP
266
Stratos Wealth Partners
Ohio
$1.02M -$327K -2,713 -25%
SA
267
Sanctuary Advisors
Indiana
$1.01M +$398K +3,301 +63%
CA
268
CoreCap Advisors
Michigan
$993K +$950K +7,884 New
CA
269
CGN Advisors
Kansas
$970K +$6.27K +52 +0.7%
CC
270
Callan Capital
California
$960K -$21.2K -176 -2%
SC
271
Schoolcraft Capital
Colorado
$948K
CAM
272
Cresset Asset Management
Illinois
$933K
WIA
273
World Investment Advisors
California
$927K +$262K +2,171 +42%
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$905K +$46.3K +384 +6%
SOS
275
Silver Oak Securities
Tennessee
$900K +$842K +6,985 +4,285%

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.