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

Overview Fund Activity

445 hedge funds and large institutions have $5.76B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+30
Holders Change %
+7.23%
% of All Funds
7.84%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
58
Increased
172
Reduced
120
Closed
27
Calls
$14.5M
Puts
$7K
Net Calls
+$14.5M
Net Calls Change
+$561K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$154M
4
WA
Waddell & Associates
Tennessee
$24.2M
5
IA
IndexIQ Advisors
New York
$22.9M

Top Sellers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$0
2
MFM
MD Financial Management
Ontario, Canada
$87.2M
3
SRA
Summit Rock Advisors
New York
$43.5M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$0
5
SL
Systelligence LLC
Minnesota
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
276
Matrix Private Capital Group
New York
$403K +$172K +1,342 +75%
VCM
277
Vivaldi Capital Management
Illinois
$392K – – –
SI
278
Stephens Inc
Arkansas
$377K +$377K +2,939 New
William Blair & Company
279
William Blair & Company
Illinois
$375K +$14.1K +110 +4%
KWM
280
Kingsview Wealth Management
Oregon
$374K -$659K -5,050 -64%
V
281
Veritable
Delaware
$365K +$14.1K +110 +4%
SPIA
282
Steward Partners Investment Advisory
New York
$362K +$297K +2,314 +456%
CIA
283
Capital Investment Advisors
Georgia
$360K -$4.24K -33 -1%
EPM
284
Elm Partners Management
Pennsylvania
$359K -$4.97M -38,645 -93%
SYBT
285
Stock Yards Bank & Trust
Kentucky
$356K – – –
KA
286
Klingman & Associates
New York
$355K -$2.06K -16 -0.6%
TWP
287
Tempus Wealth Planning
California
$354K +$354K +2,754 New
RDWM
288
Red Door Wealth Management
Tennessee
$353K – – –
DMC
289
Drexel Morgan & Co
Pennsylvania
$350K – – –
WCM
290
Weik Capital Management
Pennsylvania
$347K – – –
WANY
291
Wealthspire Advisors (New York)
New York
$345K +$345K +2,688 New
WA
292
WBH Advisory
Maryland
$344K – – –
PP
293
Prosperity Planning
Missouri
$338K +$514 +4 +0.2%
NAS
294
Nicolet Advisory Services
Wisconsin
$337K -$8.73K -68 -3%
VBFP
295
Valtinson Bruner Financial Planning
Minnesota
$337K +$67.7K +508 +25%
CFGS
296
Concourse Financial Group Securities
Alabama
$331K +$1.67K +13 +0.5%
CBFP
297
Cedar Brook Financial Partners
Ohio
$331K +$7.7K +60 +2%
PS
298
Portfolio Solutions
Michigan
$325K – – –
CL
299
CIM LLC
New York
$322K +$39.5K +290 +14%
HB
300
Homrich & Berg
Georgia
$321K +$321K +2,503 New
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12
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