We are live on ! Find out more
VSS icon

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

537 hedge funds and large institutions have $5.11B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 220 increasing their positions, 172 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 172

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1% less funds holding

Funds holding: 542537 (-5)

0.95% less ownership

Funds ownership: 61.65%60.7% (-0.95%)

3% less capital invested

Capital invested by funds: $5.27B → $5.11B (-$168M)

9% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 44

Holders
537
Holders Change
-5
Holders Change %
-0.92%
% of All Funds
8.52%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
40
Increased
220
Reduced
172
Closed
44
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
451
Plante Moran Financial Advisors
Michigan
$31K
DJSG
452
D.J. St. Germain
Massachusetts
$28.1K
AA
453
Ancora Advisors
Ohio
$27.1K
PWMG
454
Provence Wealth Management Group
California
$27K +$28.2K +254 New
GWMI
455
Guardian Wealth Management (Illinois)
Illinois
$26K +$111 +1 +0.4%
AC
456
AlphaCore Capital
California
$25.8K +$18.3K +165 +212%
PCA
457
Providence Capital Advisors
North Carolina
$24.6K +$25.8K +232 New
GI
458
Gradient Investments
Minnesota
$24.4K
PO
459
Private Ocean
California
$22.9K -$10.8K -97 -31%
SOS
460
Silver Oak Securities
Tennessee
$22.5K +$23.5K +212 New
HWP
461
Highline Wealth Partners
California
$21.9K +$22.9K +206 New
RF
462
Robinswood Financial
Washington
$21.8K +$111 +1 +0.5%
AAG
463
Armstrong Advisory Group
Massachusetts
$21.2K
FFA
464
Farther Finance Advisors
California
$18.9K -$14.1K -127 -42%
FP
465
Financial Perspectives
Minnesota
$18.6K
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
BWL
467
Bogart Wealth LLC
Virginia
$17.7K
MA
468
MCF Advisors
Kentucky
$17.2K
BTI
469
Blue Trust Inc
Georgia
$17K
CT
470
Colonial Trust
South Carolina
$17K +$6.66K +60 +60%
BWS
471
Buck Wealth Strategies
Colorado
$16.4K +$17.2K +155 New
EWM
472
Evermay Wealth Management
Virginia
$15.9K
LB
473
Legacy Bridge
Iowa
$14.9K
M
474
MOTCO
Texas
$13.7K
IBOK
475
Independence Bank of Kentucky
Kentucky
$13.6K

VSS Hedge Fund Activity: Q3 2023 in Review

537 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2023, worth a combined $5.11B — down 3.2% from $5.27B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of VSS and 40 opened new positions — a net loss of 4 holders — while 172 trimmed existing stakes and 220 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $24.6M. The largest seller was Old Mission Capital, cutting an estimated $28M.

  • 537 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2023, down from 542 in Q2 2023.
  • Funds reported $5.11B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2023, down 3.2% quarter-over-quarter.
  • 40 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2023 and 44 closed out, a net change of -4 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $24.6M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2023 was Old Mission Capital, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.