We are live on ! Find out more
VSS icon

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

276 hedge funds and large institutions have $2.03B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

90% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 62

12% more funds holding

Funds holding: 247276 (+29)

2% more capital invested

Capital invested by funds: $2B → $2.03B (+$32.8M)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2.84% less ownership

Funds ownership: 45.63%42.79% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $922K

Holders
276
Holders Change
+29
Holders Change %
+11.74%
% of All Funds
6.26%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
48
Increased
118
Reduced
62
Closed
19
Calls
Puts
$922K
Net Calls
-$922K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Moller Wealth Partners
$23.3M +$189K +1,618 +0.8%
UCFA
27
United Capital Financial Advisors
Texas
$21.7M -$152K -1,301 -0.7%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$21.5M -$2.47M -21,183 -11%
FFW
29
Fusion Family Wealth
New York
$18.6M +$2.09M +17,930 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16.1M +$1.23M +10,544 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15.6M +$3.72M +31,892 +32%
AB
32
AT Bancorp
Iowa
$15.3M +$51.5K +442 +0.3%
BWA
33
BlueSky Wealth Advisors
North Carolina
$15.2M +$75.3K +646 +0.5%
TC
34
Trilogy Capital
California
$14.9M +$14.5M +124,570 New
LRIA
35
Leonard Rickey Investment Advisors
Washington
$12.2M +$11.9M +102,361 New
SP
36
Symmetry Partners
Connecticut
$11.8M +$705K +6,050 +7%
BFG
37
Barber Financial Group
Kansas
$10.5M +$10.3M +88,308 New
Franklin Resources
38
Franklin Resources
California
$10.3M
CAM
39
Congress Asset Management
Massachusetts
$9.95M +$454K +3,894 +5%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$9.89M +$1.15M +9,860 +13%
PP
41
PrairieView Partners
Minnesota
$9.68M +$9.46M +81,160 New
Ameriprise
42
Ameriprise
Minnesota
$9.03M +$864K +7,418 +11%
MCIM
43
Meadow Creek Investment Management
Georgia
$8.69M +$194K +1,666 +2%
PC
44
Premise Capital
Illinois
$7.55M -$26.8K -230 -0.4%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.51M +$607K +5,208 +9%
VFA
46
Voya Financial Advisors
Connecticut
$7.24M -$3.48M -29,848 -33%
EP
47
Elkfork Partners
Oregon
$7.15M +$160K +1,372 +2%
CNBT
48
Canandaigua National Bank & Trust
New York
$6.84M -$121K -1,035 -2%
ACM
49
AlphaStar Capital Management
North Carolina
$6.74M -$301K -2,585 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.66M +$5.18M +44,428 +390%

VSS Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2017, worth a combined $2.03B — up 1.6% from $2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VSS positions and 19 closed out — a net gain of 29 holders — while 118 added to existing stakes and 62 trimmed.

The largest buyer was Bessemer Group, adding an estimated $73M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $183M sold.

  • 276 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2017, up from 247 in Q3 2017.
  • Funds reported $2.03B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 48 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2017 and 19 closed out, a net change of +29 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2017 was Bessemer Group, an estimated $73M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2017 was T. Rowe Price Associates, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2017.