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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
SOAG
426
Silver Oak Advisory Group
Oregon
$245K -$56.2K -479 -19%
WA
427
WBH Advisory
Maryland
$240K
LSA
428
Lion Street Advisors
Texas
$238K +$26.5K +226 +13%
IC
429
IEQ Capital
California
$237K +$237K +2,021 New
CL
430
CIM LLC
New York
$237K -$587 -5 -0.3%
CW
431
CreativeOne Wealth
Kansas
$235K -$1.29K -11 -0.5%
KP
432
Keel Point
Alabama
$235K -$113K -965 -33%
SWM
433
Sterling Wealth Management
Illinois
$230K -$5.05K -43 -2%
RG
434
Renaissance Group
Kentucky
$230K +$230K +1,956 New
IF
435
Ironwood Financial
Arizona
$229K
SEIA
436
Signature Estate & Investment Advisors
California
$226K +$226K +1,924 New
RBC
437
Roble Belko & Company
Pennsylvania
$225K +$2.7K +23 +1%
BFC
438
Bedel Financial Consulting
Indiana
$225K +$2.58K +22 +1%
NCG
439
Newport Capital Group
New Jersey
$223K +$223K +1,900 New
SYBT
440
Stock Yards Bank & Trust
Kentucky
$221K -$11.7K -100 -5%
UFF
441
USA Financial Formulas
Michigan
$219K -$30.4K -259 -12%
BDF
442
Black Diamond Financial
Maryland
$218K
ATC
443
Argent Trust Co
Tennessee
$215K
ACM
444
Armbruster Capital Management
New York
$214K
HP
445
Holistic Planning
Texas
$212K
MWM
446
Moran Wealth Management
Florida
$212K -$474K -4,041 -69%
Lido Advisors
447
Lido Advisors
California
$212K -$36.3K -309 -15%
DWP
448
Destiny Wealth Partners
Florida
$212K
EH
449
Equitable Holdings
New York
$211K +$211K +1,798 New
Barclays
450
Barclays
United Kingdom
$205K

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.