We are live on ! Find out more
VSS icon

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

463 hedge funds and large institutions have $6.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,420% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $614K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

58% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 122

9% more capital invested

Capital invested by funds: $5.76B → $6.27B (+$516M)

4% more funds holding

Funds holding: 445463 (+18)

0.91% less ownership

Funds ownership: 66.92%66.01% (-0.91%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
463
Holders Change
+18
Holders Change %
+4.04%
% of All Funds
8.06%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
55
Increased
193
Reduced
122
Closed
34
Calls
$15.5M
Puts
$614K
Net Calls
+$14.9M
Net Calls Change
+$392K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
326
Haverford Financial Services
Pennsylvania
$267K
DWP
327
Destiny Wealth Partners
Florida
$266K +$244K +1,801 +1,234%
SWM
328
Spire Wealth Management
Virginia
$264K -$57K -421 -18%
MA
329
Mutual Advisors
Nebraska
$259K -$723K -5,343 -74%
NCG
330
Newport Capital Group
New Jersey
$259K
OGF
331
Orin Green Financial
California
$258K
WTC
332
WhitTier Trust Company
Nevada
$250K -$80.5K -595 -24%
ACM
333
Armbruster Capital Management
New York
$249K
JWM
334
Jeppson Wealth Management
California
$247K +$541 +4 +0.2%
MGIA
335
Moneta Group Investment Advisors
Missouri
$246K +$244K +1,803 New
CA
336
CGN Advisors
Kansas
$242K +$24.9K +184 +12%
SWP
337
Stratos Wealth Partners
Ohio
$240K +$238K +1,756 New
WFA
338
Wade Financial Advisory
California
$234K -$677 -5 -0.3%
AA
339
AF Advisors
California
$222K +$221K +1,635 New
FFG
340
Fullen Financial Group
Ohio
$220K +$541 +4 +0.2%
US Bancorp
341
US Bancorp
Minnesota
$218K +$66.6K +492 +44%
IA
342
Insight Advisors
Pennsylvania
$217K
NFG
343
Next Financial Group
Texas
$216K +$69.6K +514 +48%
A
344
AdvicePeriod
California
$216K +$214K +1,584 New
OIA
345
OneDigital Investment Advisors
Kansas
$213K +$212K +1,563 New
OPS
346
Orion Portfolio Solutions
Nebraska
$210K +$208K +1,538 New
CTA
347
Chesley Taft & Associates
Illinois
$207K +$205K +1,515 New
SFG
348
StrategIQ Financial Group
Indiana
$205K -$32.2K -238 -14%
BWM
349
Baystate Wealth Management
Massachusetts
$203K +$406 +3 +0.2%
EAM
350
Evanson Asset Management
California
$201K +$199K +1,472 New

VSS Hedge Fund Activity: Q2 2021 in Review

463 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2021, worth a combined $6.27B — up 9% from $5.76B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VSS positions and 34 closed out — a net gain of 21 holders — while 193 added to existing stakes and 122 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $67.4M. The largest seller was Summit Rock Advisors, exiting entirely with an estimated $43.5M sold.

  • 463 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2021, up from 445 in Q1 2021.
  • Funds reported $6.27B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2021, up 9% quarter-over-quarter.
  • 55 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2021 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2021 was Bank of New York Mellon, an estimated $67.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2021 was Summit Rock Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.