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

633 hedge funds and large institutions have $4.81B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 238 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 197

4% more funds holding

Funds holding: 609633 (+24)

3.44% less ownership

Funds ownership: 60.47%57.03% (-3.4%)

12% less capital invested

Capital invested by funds: $5.48B → $4.81B (-$667M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
633
Holders Change
+24
Holders Change %
+3.94%
% of All Funds
8.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
88
Increased
238
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
426
ORG Wealth Partners
Texas
$309K +$77.9K +648 +32%
RFC
427
Regions Financial Corp
Alabama
$308K
RCA
428
Resonant Capital Advisors
Wisconsin
$306K
Fiera Capital (Canada)
429
Fiera Capital (Canada)
Quebec, Canada
$303K
AIS
430
American Investment Services
Massachusetts
$302K
EFS
431
Essex Financial Services
Connecticut
$299K +$120 +1 +0%
CIA
432
Capital Investment Advisors
Georgia
$296K +$56K +466 +22%
AFG
433
Allegheny Financial Group
Pennsylvania
$295K +$309K +2,573 New
BAMG
434
Brand Asset Management Group
Missouri
$293K -$127K -1,053 -29%
JWM
435
Jeppson Wealth Management
California
$286K +$3.12K +26 +1%
STA
436
Smith Thornton Advisors
Alabama
$286K
AF
437
Advisornet Financial
Minnesota
$285K -$3.48K -29 -1%
BEAM
438
Baker Ellis Asset Management
Washington
$284K
SPP
439
Single Point Partners
Massachusetts
$282K +$296K +2,462 New
FWIA
440
Fort Washington Investment Advisors
Ohio
$279K
MFGM
441
Marshall Financial Group (Maryland)
Maryland
$279K +$33.4K +278 +13%
BRWA
442
B. Riley Wealth Advisors
Florida
$273K -$75.1K -625 -21%
JBW
443
Journey Beyond Wealth
Georgia
$272K +$285K +2,372 New
MWM
444
MorganRosel Wealth Management
Colorado
$271K -$44.2K -368 -13%
CA
445
CSM Advisors
Pennsylvania
$269K
FPTW
446
Franklin, Parlapiano, Turner & Welch
Texas
$268K
MC
447
Matisse Capital
Oregon
$268K
FMTC
448
Farmers & Merchants Trust Company
California
$267K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$266K
FFA
450
Farther Finance Advisors
California
$263K -$167K -1,394 -38%

VSS Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2024, worth a combined $4.81B — down 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VSS positions and 53 closed out — a net gain of 35 holders — while 238 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.4M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 633 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2024, up from 609 in Q3 2024.
  • Funds reported $4.81B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 88 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2024 and 53 closed out, a net change of +35 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2024 was Fidelity Investments, an estimated $64.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.