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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
RFS
351
Richardson Financial Services
Massachusetts
$547K +$7.81K +65 +1%
AIM
352
Anchor Investment Management
South Carolina
$546K +$23.1K +192 +4%
BJL
353
Brighton Jones LLC
Washington
$542K +$569K +4,734 New
KA
354
Klingman & Associates
New York
$542K
DFA
355
DHK Financial Advisors
New Hampshire
$540K +$12.4K +103 +2%
Comerica Bank
356
Comerica Bank
Texas
$538K +$9.01K +75 +2%
PCA
357
Pallas Capital Advisors
Massachusetts
$536K -$58.6K -488 -9%
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$533K +$13.1K +109 +2%
DCM
359
DGS Capital Management
New Jersey
$532K +$78.7K +655 +16%
FFA
360
Frazier Financial Advisors
Ohio
$529K -$25.4K -211 -4%
GT
361
Glenmede Trust
Pennsylvania
$523K
SFSG
362
Sound Financial Strategies Group
Mississippi
$522K -$56.6K -471 -9%
TCOV
363
Trust Company of Vermont
Vermont
$513K +$360K +3,000 +203%
LWM
364
Lodestone Wealth Management
Washington
$509K
SL
365
SWMG LLC
Texas
$507K +$120 +1 +0%
PFG
366
PAX Financial Group
Texas
$490K -$14.5K -121 -3%
TCOTS
367
Trust Company of the South
North Carolina
$489K
FLPIM
368
F.L. Putnam Investment Management
Massachusetts
$483K -$53.1K -442 -9%
GCM
369
Glaxis Capital Management
Florida
$477K +$16K +133 +2%
AP
370
Appleton Partners
Massachusetts
$474K
PC
371
Prairiewood Capital
North Dakota
$474K
HCP
372
Hexagon Capital Partners
Arkansas
$450K -$15.5K -129 -3%
AA
373
Aire Advisors
California
$450K -$8.53K -71 -2%
BG
374
Bahl & Gaynor
Ohio
$448K
OFS
375
OneAscent Financial Services
Alabama
$448K +$470K +3,910 New

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.