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

618 hedge funds and large institutions have $4.41B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 201 increasing their positions, 222 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 54

9% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 222

2% less funds holding

Funds holding: 633618 (-15)

3.81% less ownership

Funds ownership: 57.03%53.22% (-3.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $4.81B → $4.41B (-$396M)

Holders
618
Holders Change
-15
Holders Change %
-2.37%
% of All Funds
8.29%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
54
Increased
201
Reduced
222
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
301
Tobias Financial Advisors
Florida
$696K +$33.4K +287 +5%
CA
302
Continuum Advisory
Idaho
$691K -$19.8K -170 -3%
CL
303
Choreo LLC
Illinois
$690K -$21K -181 -3%
B
304
Bailard
California
$680K +$684K +5,886 New
WF
305
Warner Financial
Maryland
$674K
ES
306
Eagle Strategies
New York
$669K +$2.44K +21 +0.4%
EBA
307
Eagle Bay Advisors
New York
$661K -$170K -1,461 -20%
IWP
308
IAG Wealth Partners
Wisconsin
$655K +$11.9K +102 +2%
RIM
309
Rockbridge Investment Management
New York
$640K -$3.6K -31 -0.6%
TNA
310
True North Advisors
Texas
$627K +$3.02K +26 +0.5%
SWM
311
SilverOak Wealth Management
Minnesota
$625K -$467K -4,021 -43%
LCM
312
Liberty Capital Management
Michigan
$611K +$27.7K +238 +5%
YIM
313
Yoffe Investment Management
Pennsylvania
$603K
BI
314
Beckerman Institutional
New Jersey
$594K +$7.55K +65 +1%
BP
315
BWM Planning
Texas
$594K
SFSG
316
Sound Financial Strategies Group
Mississippi
$593K +$66K +568 +12%
UCFA
317
United Capital Financial Advisors
Texas
$589K +$8.6K +74 +1%
William Blair & Company
318
William Blair & Company
Illinois
$586K -$86.4K -743 -13%
PTC
319
Private Trust Company
Ohio
$586K +$20.5K +176 +4%
AQR Capital Management
320
AQR Capital Management
Connecticut
$585K +$235K +2,025 +67%
PFG
321
PAX Financial Group
Texas
$584K +$89.3K +768 +18%
BCG
322
Breakwater Capital Group
New Jersey
$576K -$73.6K -633 -11%
TA
323
TFB Advisors
Kansas
$574K -$25.7K -221 -4%
RFP
324
Root Financial Partners
California
$569K -$96.6K -831 -14%
GF
325
Gries Financial
Ohio
$561K -$2.33K -20 -0.4%

VSS Hedge Fund Activity: Q1 2025 in Review

618 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2025, worth a combined $4.41B — down 8.2% from $4.81B a quarter earlier.

Fund positioning in VSS was balanced in Q1 2025: 54 funds opened new positions, 54 closed out, 201 added to existing stakes and 222 trimmed.

The largest buyer was WIT LLC, opening a new position worth an estimated $56.3M. The largest seller was Morgan Stanley, cutting an estimated $151M.

  • 618 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2025, down from 633 in Q4 2024.
  • Funds reported $4.41B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 54 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2025 and 54 closed out, a net change of 0 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2025 was WIT LLC, an estimated $56.3M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.