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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
RIM
326
Rockbridge Investment Management
New York
$638K +$120 +1 +0%
IWP
327
IAG Wealth Partners
Wisconsin
$637K -$6.61K -55 -1%
HSA
328
HBK Sorce Advisory
Pennsylvania
$635K +$325K +2,703 +95%
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$629K +$40K +333 +6%
LNWWM
330
Laird Norton Wetherby Wealth Management
California
$620K +$1.56K +13 +0.2%
TNA
331
True North Advisors
Texas
$618K +$649K +5,402 New
KPWS
332
Kestra Private Wealth Services
Texas
$609K +$198K +1,645 +45%
RG
333
Renaissance Group
Kentucky
$603K +$277K +2,306 +78%
MGIA
334
Moneta Group Investment Advisors
Missouri
$600K +$324K +2,694 +106%
M&T Bank
335
M&T Bank
New York
$599K -$5.65K -47 -0.9%
YIM
336
Yoffe Investment Management
Pennsylvania
$597K +$626K +5,212 New
TA
337
TFB Advisors
Kansas
$594K +$17.5K +146 +3%
BP
338
BWM Planning
Texas
$588K
WT
339
Whittier Trust
California
$585K +$205K +1,705 +50%
BI
340
Beckerman Institutional
New Jersey
$581K +$18.1K +151 +3%
AIM
341
Archer Investment Management
Texas
$580K +$609K +5,067 New
MFG
342
Merit Financial Group
Georgia
$578K -$27.4K -228 -4%
LCM
343
Liberty Capital Management
Michigan
$578K +$1.2K +10 +0.2%
JTWM
344
Jackson Thornton Wealth Management
Alabama
$575K +$3.36K +28 +0.6%
UCFA
345
United Capital Financial Advisors
Texas
$575K -$73.3K -610 -11%
PTC
346
Private Trust Company
Ohio
$560K
GF
347
Gries Financial
Ohio
$558K
CSP
348
Cary Street Partners
Virginia
$553K +$580K +4,829 New
Deutsche Bank
349
Deutsche Bank
Germany
$552K -$13.7K -114 -2%
CCA
350
Clarity Capital Advisors
Florida
$548K +$12.5K +104 +2%

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.