We are live on ! Find out more
VSS icon

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

445 hedge funds and large institutions have $5.76B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

206,671% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $7K

115% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 27

85% more capital invested

Capital invested by funds: $3.12B → $5.76B (+$2.64B)

43% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 120

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12.95% more ownership

Funds ownership: 53.97%66.92% (+13%)

7% more funds holding

Funds holding: 415445 (+30)

Holders
445
Holders Change
+30
Holders Change %
+7.23%
% of All Funds
7.81%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
58
Increased
172
Reduced
120
Closed
27
Calls
$14.5M
Puts
$7K
Net Calls
+$14.5M
Net Calls Change
+$561K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Allegheny Financial Group
Pennsylvania
-$329K -2,697 Closed
SFS
452
Summit Financial Strategies
Ohio
-$231K -1,895 Closed
SWP
453
Summit Wealth Partners
Florida
-$210K -1,727 Closed
FWM
454
FSA Wealth Management
Massachusetts
-$141K -1,157 Closed
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$98K -805 Closed
Deutsche Bank
456
Deutsche Bank
Germany
-$54K -442 Closed
First Manhattan
457
First Manhattan
New York
-$52K -430 Closed
FCH
458
Freestone Capital Holdings
Washington
-$45.6K -375 Closed
HI
459
Hudock Inc
Pennsylvania
-$43.1K -340 -98%
NSB
460
Norway Savings Bank
Maine
-$40K -330 Closed
LGA
461
Lebenthal Global Advisors
New York
-$37K -308 Closed
RMC
462
Resources Management Corp
Connecticut
-$18K -150 Closed
LWP
463
Lumature Wealth Partners
Georgia
-$9K -76 Closed
IA
464
Inspire Advisors
Idaho
-$8K -66 Closed
CCM
465
Cribstone Capital Management
Maine
-$7K -58 Closed
NFSG
466
Newbridge Financial Services Group
Florida
-$6K -48 Closed
GA
467
GoalVest Advisory
New York
-$5K -45 Closed
YAL
468
Your Advocates Ltd
Texas
-$4K -40 Closed
PCG
469
Private Capital Group
Connecticut
-$3K -26 Closed
BCA
470
Berman Capital Advisors
Georgia
-$1K -16 Closed
RWA
471
Ropes Wealth Advisors
Massachusetts
-$1K -7 Closed
TCM
472
Tradewinds Capital Management
Washington
+$253 +2 New
OSAM
473
O'Shaughnessy Asset Management
Connecticut
+$380 +3 New

VSS Hedge Fund Activity: Q1 2021 in Review

445 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2021, worth a combined $5.76B — up 85% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VSS positions and 27 closed out — a net gain of 31 holders — while 172 added to existing stakes and 120 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.16B. The largest seller was MD Financial Management, cutting an estimated $46.6M.

  • 445 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2021, up from 415 in Q4 2020.
  • Funds reported $5.76B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2021, up 85% quarter-over-quarter.
  • 58 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2021 and 27 closed out, a net change of +31 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2021 was Jones Financial Companies, an estimated $2.16B added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2021 was MD Financial Management, an estimated $46.6M sold.

Based on aggregated 13F filings for Q1 2021.