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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
PCM
276
Payne Capital Management
New York
$1M +$1.05M +8,772 New
KeyBank National Association
277
KeyBank National Association
Ohio
$998K
BEC
278
Blue Edge Capital
Virginia
$987K -$13.6K -113 -1%
HHGA
279
Halbert Hargrove Global Advisors
California
$983K -$15.7K -131 -2%
NGA
280
Naples Global Advisors
Florida
$958K +$21K +175 +2%
FCBT
281
First Citizens Bank & Trust
North Carolina
$951K -$38.6K -321 -4%
EFG
282
Everhart Financial Group
Ohio
$949K +$196K +1,631 +25%
SFS
283
Summit Financial Strategies
Ohio
$945K +$178K +1,485 +22%
CP
284
Camelot Portfolios
Ohio
$938K -$31.8K -265 -3%
NL
285
NEPC LLC
Massachusetts
$929K +$975K +8,114 New
JWM
286
JDH Wealth Management
California
$921K +$966K +8,041 New
SOS
287
Silver Oak Securities
Tennessee
$918K +$106K +882 +12%
CA
288
CGN Advisors
Kansas
$897K +$16.5K +137 +2%
CC
289
Callan Capital
California
$885K +$13K +108 +1%
SC
290
Schoolcraft Capital
Colorado
$862K
SWP
291
Stratos Wealth Partners
Ohio
$846K -$84.6K -704 -9%
CAM
292
Cresset Asset Management
Illinois
$839K -$9.37K -78 -1%
EBA
293
Eagle Bay Advisors
New York
$822K +$387K +3,219 +81%
AAS
294
Avantax Advisory Services
Texas
$815K +$251K +2,086 +41%
DWT
295
Dorsey & Whitney Trust
South Dakota
$811K +$101K +840 +13%
ADL
296
Asset Dedication LLC
California
$789K +$150K +1,250 +22%
AWS
297
Atria Wealth Solutions
New York
$786K +$534K +4,442 +183%
TAM
298
Tocqueville Asset Management
New York
$783K
WIA
299
World Investment Advisors
California
$771K -$75.1K -625 -8%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$769K -$49.4K -411 -6%

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.