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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 %
EWM
401
Evercore Wealth Management
New York
$230K +$230K +2,084 New
IF
402
Ironwood Financial
Arizona
$223K – – –
CW
403
CreativeOne Wealth
Kansas
$217K +$7.29K +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 -$918K -8,311 -81%
AIM
408
Athena Investment Management
California
$210K – – –
NCG
409
Newport Capital Group
New Jersey
$210K +$210K +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 +$206K +1,801 New
BDF
412
Black Diamond Financial
Maryland
$205K – – –
BFC
413
Bedel Financial Consulting
Indiana
$203K +$203K +1,834 New
ATC
414
Argent Trust Co
Tennessee
$202K +$202K +1,826 New
ACM
415
Armbruster Capital Management
New York
$202K +$202K +1,825 New
FWP
416
FAS Wealth Partners
Kansas
$199K -$65K -588 -25%
Barclays
417
Barclays
United Kingdom
$193K -$1.88M -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 -$25.1K -227 -16%
15 16
17
18 19