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

633 hedge funds and large institutions have $4.81B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 238 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 197

4% more funds holding

Funds holding: 609633 (+24)

3.44% less ownership

Funds ownership: 60.47%57.03% (-3.4%)

12% less capital invested

Capital invested by funds: $5.48B → $4.81B (-$667M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
633
Holders Change
+24
Holders Change %
+3.94%
% of All Funds
8.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
88
Increased
238
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
251
CoreFirst Bank & Trust
Kansas
$1.22M +$1.28M +10,691 New
PCMC
252
Paragon Capital Management (Colorado)
Colorado
$1.22M -$195K -1,626 -13%
KWM
253
Kingsview Wealth Management
Oregon
$1.22M +$203K +1,693 +19%
WF
254
Welch & Forbes
Massachusetts
$1.2M +$23.3K +194 +2%
EWA
255
EverSource Wealth Advisors
Alabama
$1.2M -$99K -824 -7%
WMA
256
William Mack & Associates
Michigan
$1.17M +$1.23M +10,250 New
CIA
257
Concurrent Investment Advisors
Florida
$1.17M -$7.33K -61 -0.6%
EFN
258
Equita Financial Network
Pennsylvania
$1.17M
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$1.16M -$428K -3,561 -26%
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$1.16M -$74K -616 -6%
CFFP
261
Center for Financial Planning
Michigan
$1.15M -$38.7K -322 -3%
BIA
262
Bell Investment Advisors
California
$1.12M +$29.8K +248 +3%
EWM
263
Evergreen Wealth Management
Michigan
$1.12M -$67.3K -560 -5%
MBFW
264
Morton Brown Family Wealth
Pennsylvania
$1.11M -$63K -524 -5%
LSAG
265
Lake Street Advisors Group
New Hampshire
$1.11M
MDA
266
Minot DeBlois Advisors
Massachusetts
$1.1M +$1.16M +9,640 New
OCG
267
Opus Capital Group
Ohio
$1.1M -$9.13K -76 -0.8%
HCA
268
Harbour Capital Advisors
Virginia
$1.1M -$95.2K -792 -8%
OC
269
Oppenheimer & Co
New York
$1.08M -$131K -1,091 -10%
SWM
270
SilverOak Wealth Management
Minnesota
$1.08M +$78.6K +654 +7%
AWE
271
Avidian Wealth Enterprises
Texas
$1.07M -$69.3K -577 -6%
PHAM
272
Palisades Hudson Asset Management
Florida
$1.05M +$16.8K +140 +2%
LFG
273
Larson Financial Group
Missouri
$1.04M -$81.3K -677 -7%
SA
274
Sanctuary Advisors
Indiana
$1.01M +$19.1K +159 +2%
PWM
275
Praetorian Wealth Management
California
$1.01M +$1.06M +8,809 New

VSS Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2024, worth a combined $4.81B — down 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VSS positions and 53 closed out — a net gain of 35 holders — while 238 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.4M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 633 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2024, up from 609 in Q3 2024.
  • Funds reported $4.81B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 88 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2024 and 53 closed out, a net change of +35 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2024 was Fidelity Investments, an estimated $64.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.