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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
Encompass Wealth Advisors
Oregon
$626K -$60.8K -605 -9%
BFEC
277
Benjamin F. Edwards & Company
Missouri
$623K -$2.71K -27 -0.4%
HIGP
278
Hill Investment Group Partners
Missouri
$600K -$29.3K -291 -5%
NGA
279
Naples Global Advisors
Florida
$570K +$10.1K +100 +2%
JTWM
280
Jackson Thornton Wealth Management
Alabama
$562K -$32.7K -325 -6%
FHA
281
Flagship Harbor Advisors
Massachusetts
$557K -$34.6K -344 -6%
LCM
282
Liberty Capital Management
Michigan
$540K +$4.83K +48 +0.9%
CFO
283
CVA Family Office
Colorado
$540K +$248K +2,470 +89%
WF
284
Warner Financial
Maryland
$540K +$305K +3,033 +137%
SC
285
SouthState Corp
Florida
$540K
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$538K +$402 +4 +0.1%
CA
287
CoreCap Advisors
Michigan
$525K -$62.2K -619 -11%
ADL
288
Asset Dedication LLC
California
$525K +$127K +1,264 +33%
SWP
289
Stratos Wealth Partners
Ohio
$519K +$59.9K +596 +13%
TFA
290
Tobias Financial Advisors
Florida
$518K -$210K -2,089 -29%
NWM
291
Northwest Wealth Management
Iowa
$505K -$217K -2,159 -31%
WPWM
292
Windward Private Wealth Management
Kansas
$491K
GF
293
Gries Financial
Ohio
$490K -$84.3K -838 -15%
BRWA
294
B. Riley Wealth Advisors
Florida
$475K +$97.3K +968 +27%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$472K -$158K -1,569 -25%
PTC
296
Private Trust Company
Ohio
$466K
GW
297
GW & Wade
Massachusetts
$465K -$11.8K -117 -3%
FNT
298
First National Trust
Pennsylvania
$465K -$445K -4,426 -49%
BEAM
299
Baker Ellis Asset Management
Washington
$457K -$13.4K -133 -3%
JWCA
300
J.W. Cole Advisors
Florida
$455K +$11K +109 +3%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.