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

463 hedge funds and large institutions have $6.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,420% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $614K

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

58% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 122

9% more capital invested

Capital invested by funds: $5.76B → $6.27B (+$516M)

4% more funds holding

Funds holding: 445463 (+18)

0.91% less ownership

Funds ownership: 66.92%66.01% (-0.91%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
463
Holders Change
+18
Holders Change %
+4.04%
% of All Funds
8.06%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
55
Increased
193
Reduced
122
Closed
34
Calls
$15.5M
Puts
$614K
Net Calls
+$14.9M
Net Calls Change
+$392K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
426
Hanson & Doremus Investment Management
Vermont
$8K
JHCP
427
Jackson Hole Capital Partners
Oklahoma
$8K
SWM
428
Selective Wealth Management
Virginia
$8K +$7.85K +58 New
BBL
429
Beck Bode LLC
Massachusetts
$8K +$8.26K +61 New
SL
430
Savior LLC
Massachusetts
$7K
TCM
431
TD Capital Management
Tennessee
$7K +$6.9K +51 New
BW
432
Bison Wealth
Georgia
$6K
DAC
433
Dividend Assets Capital
South Carolina
$6K +$677 +5 +13%
BWA
434
BDO Wealth Advisors
Florida
$6K +$5.82K +43 New
FA
435
Fortis Advisors
Pennsylvania
$5K -$1.57M -11,591 -100%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$5K +$4.2K +31 +1,033%
CIA
437
Choate Investment Advisors
Massachusetts
$5K +$4.47K +33 New
LWM
438
Liberty Wealth Management
California
$5K +$4.74K +35 New
HWM
439
HighMark Wealth Management
Minnesota
$5K +$4.87K +36 New
ATC
440
Adirondack Trust Company
New York
$4K
BA
441
Bellwether Advisors
Nebraska
$4K
JCM
442
Jacobi Capital Management
Pennsylvania
$4K
LS
443
Leelyn Smith
Illinois
$4K
LF
444
Lee Financial
Texas
$3K
FCAS
445
First Command Advisory Services
Texas
$3K +$2.84K +21 New
PWA
446
Phoenix Wealth Advisors
North Carolina
$3K +$3.38K +25 New
SWM
447
Sugarloaf Wealth Management
Georgia
$2K -$185K -1,370 -99%
BWL
448
Bogart Wealth LLC
Virginia
$2K -$135 -1 -6%
IFA
449
Interactive Financial Advisors
Illinois
$2K -$135 -1 -8%
CAGAS
450
Capital Advisory Group Advisory Services
Minnesota
$2K

VSS Hedge Fund Activity: Q2 2021 in Review

463 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2021, worth a combined $6.27B — up 9% from $5.76B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VSS positions and 34 closed out — a net gain of 21 holders — while 193 added to existing stakes and 122 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $67.4M. The largest seller was Summit Rock Advisors, exiting entirely with an estimated $43.5M sold.

  • 463 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2021, up from 445 in Q1 2021.
  • Funds reported $6.27B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2021, up 9% quarter-over-quarter.
  • 55 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2021 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2021 was Bank of New York Mellon, an estimated $67.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2021 was Summit Rock Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2021.