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
EWM
401
Evercore Wealth Management
New York
$230K +$230K +2,084 New
IF
402
Ironwood Financial
Arizona
$223K
CW
403
CreativeOne Wealth
Kansas
$217K +$7.27K +66 +3%
HF
404
HRT Financial
New York
$216K +$216K +1,957 New
ACP
405
Aveo Capital Partners
Colorado
$213K -$21.4K -194 -9%
SYBT
406
Stock Yards Bank & Trust
Kentucky
$211K
DAS
407
Dynamic Advisor Solutions
Arizona
$211K -$916K -8,311 -81%
AIM
408
Athena Investment Management
California
$210K
NCG
409
Newport Capital Group
New Jersey
$210K +$209K +1,900 New
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$210K +$33.1K +300 +19%
DWP
411
Destiny Wealth Partners
Florida
$206K +$198K +1,801 New
BDF
412
Black Diamond Financial
Maryland
$205K
BFC
413
Bedel Financial Consulting
Indiana
$203K +$202K +1,834 New
ATC
414
Argent Trust Co
Tennessee
$202K +$201K +1,826 New
ACM
415
Armbruster Capital Management
New York
$202K +$201K +1,825 New
FWP
416
FAS Wealth Partners
Kansas
$199K -$64.8K -588 -25%
Barclays
417
Barclays
United Kingdom
$193K -$1.87M -17,000 -91%
CAL
418
Capital Advisors Ltd
Ohio
$176K
SPIA
419
Steward Partners Investment Advisory
New York
$173K +$14.1K +128 +9%
KFI
420
Key Financial Inc
Pennsylvania
$165K
CSB
421
City State Bank
Iowa
$164K
CA
422
Crewe Advisors
Utah
$155K
CA
423
Clearstead Advisors
Ohio
$146K +$20.2K +183 +16%
SWM
424
Spire Wealth Management
Virginia
$145K -$110 -1 -0.1%
HI
425
Harbour Investments
Wisconsin
$133K -$25K -227 -16%

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.