We are live on ! Find out more
VSS icon

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

542 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 65 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

25% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 171

6% more capital invested

Capital invested by funds: $4.99B → $5.27B (+$286M)

4% more funds holding

Funds holding: 523542 (+19)

0.11% more ownership

Funds ownership: 61.55%61.65% (+0.11%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
542
Holders Change
+19
Holders Change %
+3.63%
% of All Funds
8.51%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
65
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
Net Calls
+$211K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
376
Essex Financial Services
Connecticut
$282K
JWM
377
Jeppson Wealth Management
California
$274K +$2.75K +25 +1%
WRPWM
378
Werba Rubin Papier Wealth Management
California
$271K +$10.1K +92 +4%
PAG
379
Private Advisor Group
New Jersey
$267K -$140K -1,270 -34%
JFGLC
380
Johnson Financial Group LLC (Colorado)
Colorado
$263K +$5.51K +50 +2%
CCWM
381
Cassaday & Co Wealth Management
Virginia
$262K +$37.9K +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 +$20.9K +190 +9%
RJT
389
Raymond James Trust
Florida
$253K
CIA
390
Capital Investment Advisors
Georgia
$251K +$31.6K +287 +14%
FAM
391
Formidable Asset Management
Ohio
$243K
TSW
392
Thompson Siegel & Walmsley
Virginia
$243K
SB
393
Strategic Blueprint
Georgia
$242K +$2.98K +27 +1%
CL
394
CIM LLC
New York
$240K -$1.98K -18 -0.8%
FWIA
395
Fort Washington Investment Advisors
Ohio
$238K
GPA
396
Guidance Point Advisors
Massachusetts
$237K -$47.6K -432 -17%
WA
397
WBH Advisory
Maryland
$234K -$110 -1 -0%
EWA
398
EP Wealth Advisors
California
$232K +$701K +6,358 +366%
FNBOMD
399
First National Bank of Mount Dora
Florida
$232K
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$232K

VSS Hedge Fund Activity: Q2 2023 in Review

542 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2023, worth a combined $5.27B — up 5.7% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VSS positions and 38 closed out — a net gain of 27 holders — while 214 added to existing stakes and 171 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $78.8M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $70.4M.

  • 542 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2023, up from 523 in Q1 2023.
  • Funds reported $5.27B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 65 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2023 and 38 closed out, a net change of +27 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2023 was Clark Capital Management Group, an estimated $78.8M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $70.4M sold.

Based on aggregated 13F filings for Q2 2023.