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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
$24.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$1.46M
2
Jane Street
Jane Street
New York
$11M
3
Morgan Stanley
Morgan Stanley
New York
$83.5M
4
TC
Trilogy Capital
California
$2.1M
5
CSIA
Charles Schwab Investment Advisory
California
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
376
Essex Financial Services
Connecticut
$282K – – –
JWM
377
Jeppson Wealth Management
California
$274K +$2.76K +25 +1%
WRPWM
378
Werba Rubin Papier Wealth Management
California
$271K +$10.2K +92 +4%
PAG
379
Private Advisor Group
New Jersey
$267K -$140K -1,270 -34%
JFGLC
380
Johnson Financial Group LLC (Colorado)
Colorado
$263K +$5.52K +50 +2%
CCWM
381
Cassaday & Co Wealth Management
Virginia
$262K +$38K +344 +17%
CA
382
CSM Advisors
Pennsylvania
$260K – – –
GT
383
Glenmede Trust
Pennsylvania
$259K – – –
FPTW
384
Franklin, Parlapiano, Turner & Welch
Texas
$258K – – –
BC
385
Bartlett & Co
Ohio
$257K – – –
BCWM
386
Bartlett & Co Wealth Management
Ohio
$257K – – –
MGIA
387
Moneta Group Investment Advisors
Missouri
$256K -$114K -1,036 -31%
KP
388
Keel Point
Alabama
$256K +$21K +190 +9%
RJT
389
Raymond James Trust
Florida
$253K – – –
CIA
390
Capital Investment Advisors
Georgia
$251K +$31.7K +287 +14%
TSW
391
Thompson Siegel & Walmsley
Virginia
$243K – – –
FAM
392
Formidable Asset Management
Ohio
$243K – – –
SB
393
Strategic Blueprint
Georgia
$242K +$2.98K +27 +1%
CL
394
CIM LLC
New York
$240K -$1.99K -18 -0.8%
FWIA
395
Fort Washington Investment Advisors
Ohio
$238K – – –
GPA
396
Guidance Point Advisors
Massachusetts
$237K -$47.7K -432 -17%
WA
397
WBH Advisory
Maryland
$234K -$111 -1 -0%
EWA
398
EP Wealth Advisors
California
$232K +$182K +6,358 +366%
FNBOMD
399
First National Bank of Mount Dora
Florida
$232K – – –
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$232K – – –
14 15
16
17 18