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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
426
Rockefeller Capital Management
New York
$67K -$33.1K -329 -33%
PO
427
Private Ocean
California
$64.3K +$302 +3 +0.5%
OSAM
428
O'Shaughnessy Asset Management
Connecticut
$63.7K -$55.9K -556 -47%
ST
429
Smithfield Trust
Pennsylvania
$63K
SWM
430
Spire Wealth Management
Virginia
$63K +$603 +6 +1%
CFGS
431
Concourse Financial Group Securities
Alabama
$62.3K -$1.31K -13 -2%
HNWAG
432
High Net Worth Advisory Group
Florida
$60.5K -$2.82K -28 -5%
HS
433
Horan Securities
United States
$60.3K -$5.23K -52 -8%
PFC
434
Phocas Financial Corp
California
$59.1K +$57.8K +575 New
RFA
435
Resurgent Financial Advisors
Georgia
$49.9K +$48.8K +485 New
JWM
436
Janiczek Wealth Management
Colorado
$48.6K -$101 -1 -0.2%
TFS
437
TrustCore Financial Services
Tennessee
$48.1K -$704 -7 -1%
KFI
438
Key Financial Inc
Pennsylvania
$45.6K
Franklin Resources
439
Franklin Resources
California
$44.6K -$24.4K -243 -36%
MPCG
440
Matrix Private Capital Group
New York
$44.3K -$178K -1,773 -80%
RCM
441
Robinson Capital Management
Michigan
$41.7K
FFA
442
Farther Finance Advisors
California
$39.8K +$38.9K +387 New
SBL
443
Sargent Bickham Lagudis
Colorado
$37.2K
BC
444
Barrett & Company
Rhode Island
$35.2K
AWM
445
Align Wealth Management
Oklahoma
$33.4K +$36.2K +360 New
USCWA
446
U.S. Capital Wealth Advisors
Texas
$32.4K +$31.7K +315 New
CMBA
447
C.M. Bidwell & Associates
Hawaii
$32.3K
PB
448
Pinnacle Bancorp
Nebraska
$32K +$1.31K +13 +4%
GRP
449
Global Retirement Partners
California
$31.6K +$10.2K +101 +49%
NC
450
NewSquare Capital
Pennsylvania
$31.4K -$1.99M -19,837 -98%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.