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

Overview Fund Activity

541 hedge funds and large institutions have $5.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
64
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$256K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
+$79M
2
OMC
Old Mission Capital
Illinois
+$40.5M
3
Cerity Partners
Cerity Partners
New York
+$16.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$12M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$70.6M
2
Jane Street
Jane Street
New York
-$27.3M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
TC
Trilogy Capital
California
-$11.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
326
Glaxis Capital Management
Florida
$430K +$203K +3,727 +89%
PP
327
Prosperity Planning
Missouri
$428K +$442 +4 +0.1%
JWCA
328
J.W. Cole Advisors
Florida
$419K +$19.2K +174 +5%
TC
329
TAGStone Capital
North Carolina
$419K +$3.76K +34 +0.9%
WS
330
Wedbush Securities
California
$418K +$104K +945 +33%
AWS
331
Atria Wealth Solutions
New York
$412K +$112K +1,016 +37%
CBFP
332
Cedar Brook Financial Partners
Ohio
$409K +$41.8K +378 +11%
EPM
333
Elm Partners Management
Pennsylvania
$404K – – –
William Blair & Company
334
William Blair & Company
Illinois
$402K -$19.9K -180 -5%
SAG
335
SageView Advisory Group
California
$392K -$147K -1,330 -27%
IIC
336
Integrated Investment Consultants
Michigan
$392K -$75.5K -683 -16%
BEAM
337
Baker Ellis Asset Management
Washington
$381K -$110K -1,000 -22%
KWM
338
Kingsview Wealth Management
Oregon
$380K -$11.6K -105 -3%
MFT
339
Moisand Fitzgerald Tamayo
Florida
$379K -$48.4K -438 -11%
Citadel Advisors
340
Citadel Advisors
Florida
$378K +$109K +989 +41%
RBC
341
Roble Belko & Company
Pennsylvania
$375K +$10.9K +99 +3%
TC
342
TownSquare Capital
Utah
$373K +$373K +3,379 New
MWM
343
Moran Wealth Management
Florida
$373K +$53K +480 +17%
BCI
344
Brinker Capital Investments
Pennsylvania
$372K +$127K +1,149 +52%
OPS
345
Orion Portfolio Solutions
Nebraska
$372K +$127K +1,149 +52%
FNT
346
First National Trust
Pennsylvania
$368K -$66.3K -600 -15%
SBH
347
Segall Bryant & Hamill
Illinois
$367K – – –
MFGM
348
Marshall Financial Group (Maryland)
Maryland
$362K -$69.6K -630 -16%
KPWS
349
Kestra Private Wealth Services
Texas
$355K +$355K +3,217 New
MWM
350
Madison Wealth Management
Ohio
$355K +$3.54K +32 +1%
12 13
14
15 16