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

581 hedge funds and large institutions have $5.11B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 224 increasing their positions, 206 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $4.47B → $5.11B (+$638M)

7.73% more ownership

Funds ownership: 53.32%61.05% (+7.7%)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

9% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 206

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0% less funds holding

Funds holding: 582581 (-1)

Holders
581
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
8.39%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
49
Increased
224
Reduced
206
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
376
Red Door Wealth Management
Tennessee
$351K
EWA
377
EP Wealth Advisors
California
$351K +$19K +162 +6%
SA
378
Sunesis Advisors
Kansas
$350K
BA
379
Bristlecone Advisors
Washington
$350K +$117 +1 +0%
TWC
380
TD Waterhouse Canada
Ontario, Canada
$350K +$349K +2,977 New
AWA
381
Arete Wealth Advisors
Illinois
$345K +$346K +2,946 New
VPWA
382
Vestia Personal Wealth Advisors
Indiana
$343K +$343K +2,921 New
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$343K -$22.8K -194 -6%
PWM
384
PBMares Wealth Management
Virginia
$336K -$435K -3,704 -56%
WP
385
WealthShield Partners
North Carolina
$335K -$52.9K -451 -14%
MFT
386
Moisand Fitzgerald Tamayo
Florida
$333K -$16.2K -138 -5%
MCA
387
Maryland Capital Advisors
Maryland
$332K -$2.11K -18 -0.6%
JIC
388
Johnson Investment Counsel
Ohio
$325K -$24.3K -207 -7%
MGW
389
MB Generational Wealth
Washington
$322K -$153K -1,303 -32%
MWM
390
MorganRosel Wealth Management
Colorado
$322K -$169K -1,437 -34%
TP
391
Tranquility Partners
Tennessee
$318K
AGWCA
392
Annis Gardner Whiting Capital Advisors
Florida
$318K +$186K +1,587 +142%
WCM
393
Weik Capital Management
Pennsylvania
$317K
RFC
394
Regions Financial Corp
Alabama
$316K
AHC
395
Anderson Hoagland & Co
Missouri
$314K -$120K -1,021 -28%
RCA
396
Resonant Capital Advisors
Wisconsin
$314K -$2.93K -25 -0.9%
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$312K +$1.41K +12 +0.5%
Fiera Capital (Canada)
398
Fiera Capital (Canada)
Quebec, Canada
$311K
AIS
399
American Investment Services
Massachusetts
$310K
KA
400
Klingman & Associates
New York
$308K +$38.5K +328 +14%

VSS Hedge Fund Activity: Q2 2024 in Review

581 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2024, worth a combined $5.11B — up 14% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VSS positions and 45 closed out — a net gain of 4 holders — while 224 added to existing stakes and 206 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $312M. The largest seller was US Bancorp, cutting an estimated $94.4M.

  • 581 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2024, down from 582 in Q1 2024.
  • Funds reported $5.11B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2024, up 14% quarter-over-quarter.
  • 49 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2024 and 45 closed out, a net change of +4 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2024 was Axiom Advisory, an estimated $312M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2024 was US Bancorp, an estimated $94.4M sold.

Based on aggregated 13F filings for Q2 2024.