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

Overview Fund Activity

415 hedge funds and large institutions have $3.12B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+48
Holders Change %
+13.08%
% of All Funds
7.36%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.27%
New
76
Increased
145
Reduced
127
Closed
23
Calls
$13.9M
Puts
–
Net Calls
+$13.9M
Net Calls Change
+$13.9M

Top Buyers

1
SRA
1
Summit Rock Advisors
New York
$59.4M
2
AHC
2
Anderson Hoagland & Co
Missouri
$16.7M
3
SL
3
Systelligence LLC
Minnesota
$13.2M
4
Creative Planning
4
Creative Planning
Kansas
$13.3M
5
PCA
5
Personal Capital Advisors
California
$301M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$150M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$67.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.31M
4
IA
4
IndexIQ Advisors
New York
$933K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
301
Matrix Private Capital Group
New York
$219K +$49.2K +403 +29%
SFM
302
Signet Financial Management
New Jersey
$214K +$214K +1,755 New
WFA
303
Wade Financial Advisory
California
$212K +$212K +1,737 New
SFG
304
StrategIQ Financial Group
Indiana
$212K +$212K +1,738 New
RI
305
Ridgewood Investments
New Jersey
$211K – – –
SWP
306
Summit Wealth Partners
Florida
$210K -$390K -3,197 -65%
BWM
307
Baystate Wealth Management
Massachusetts
$183K +$1.1K +9 +0.6%
BFC
308
Bedel Financial Consulting
Indiana
$178K +$2.8K +23 +2%
EC
309
Estate Counselors
Wisconsin
$171K -$189K -1,550 -53%
RIM
310
Rockbridge Investment Management
New York
$170K -$1.22K -10 -0.7%
BAM
311
Barrett Asset Management
New York
$162K +$36.5K +300 +29%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$151K – – –
VFA
313
Valeo Financial Advisors
Indiana
$146K +$13.2K +108 +10%
CWC
314
Carolinas Wealth Consulting
North Carolina
$141K +$95.4K +785 +209%
FWM
315
FSA Wealth Management
Massachusetts
$141K +$141K +1,157 New
US Bancorp
316
US Bancorp
Minnesota
$134K +$20K +165 +17%
NFG
317
Next Financial Group
Texas
$129K +$7.67K +63 +6%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K -$24.4K -200 -16%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$126K +$37K +303 +42%
CA
320
Crewe Advisors
Utah
$121K – – –
BWP
321
Baldwin Wealth Partners
Massachusetts
$100K – – –
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K – – –
APA
323
American Portfolios Advisors
New York
$97.9K +$3.65K +30 +4%
DI
324
Disciplined Investments
Oklahoma
$97K -$36.1K -298 -27%
FCA
325
FinTrust Capital Advisors
South Carolina
$94K -$134K -1,091 -59%
11 12
13
14 15