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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Allworth Financial
California
$295K +$7.84K +78 +3%
HCMT
352
Highland Capital Management (Tennessee)
Tennessee
$294K
RDWM
353
Red Door Wealth Management
Tennessee
$291K
KA
354
Klingman & Associates
New York
$287K
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$287K -$14.1K -140 -3%
SOAG
356
Silver Oak Advisory Group
Oregon
$286K -$22.2K -221 -7%
AWS
357
Atria Wealth Solutions
New York
$285K +$22.9K +228 +9%
AFG
358
Allegheny Financial Group
Pennsylvania
$283K +$2.82K +28 +1%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$283K +$277K +2,750 New
CAM
360
Clark Asset Management
New Hampshire
$282K +$275K +2,739 New
William Blair & Company
361
William Blair & Company
Illinois
$280K -$12.8K -127 -4%
WCM
362
Weik Capital Management
Pennsylvania
$278K
OPS
363
Orion Portfolio Solutions
Nebraska
$276K -$20.3K -202 -7%
EFG
364
Everhart Financial Group
Ohio
$274K +$40K +398 +17%
Fiera Capital (Canada)
365
Fiera Capital (Canada)
Quebec, Canada
$272K
WFA
366
Wade Financial Advisory
California
$269K -$88K -875 -25%
BWM
367
Baystate Wealth Management
Massachusetts
$269K +$4.63K +46 +2%
FM
368
Family Management
New York
$265K +$259K +2,579 New
GPA
369
Guidance Point Advisors
Massachusetts
$265K +$4.63K +46 +2%
WRPWM
370
Werba Rubin Papier Wealth Management
California
$262K +$256K +2,549 New
EFS
371
Essex Financial Services
Connecticut
$262K +$101 +1 +0%
JWM
372
Jeppson Wealth Management
California
$248K +$243K +2,417 New
CL
373
CIM LLC
New York
$242K -$2.11K -21 -1%
RJT
374
Raymond James Trust
Florida
$242K +$237K +2,355 New
BCWM
375
Bartlett & Co Wealth Management
Ohio
$239K

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.