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

367 hedge funds and large institutions have $2.92B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

3% more funds holding

Funds holding: 357367 (+10)

3% more capital invested

Capital invested by funds: $2.84B → $2.92B (+$77.8M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.66% less ownership

Funds ownership: 57.9%56.24% (-1.7%)

22% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 139

Holders
367
Holders Change
+10
Holders Change %
+2.8%
% of All Funds
7.41%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
48
Increased
109
Reduced
139
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
26
Full Sail Capital
Oklahoma
$20.4M +$2.4M +23,062 +14%
SP
27
Symmetry Partners
Connecticut
$18.4M -$146K -1,397 -0.8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$16.1M +$1.95M +18,690 +14%
SFS
29
Sowell Financial Services
Arkansas
$15M +$1.57M +15,093 +12%
PP
30
PrairieView Partners
Minnesota
$14.4M +$259K +2,484 +2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$14.2M +$758K +7,278 +6%
UCFA
32
United Capital Financial Advisors
Texas
$14M -$309K -2,967 -2%
EWM
33
Empirical Wealth Management
Washington
$13.2M -$1.75M -16,748 -12%
Osaic Holdings
34
Osaic Holdings
Arizona
$13.1M -$147K -1,408 -1%
TC
35
Trilogy Capital
California
$12.4M +$108K +1,033 +0.9%
VA
36
Valmark Advisers
Ohio
$12.1M +$571K +5,479 +5%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$11.1M +$9.27M +88,972 +557%
N
38
Nuveen
North Carolina
$10.5M +$10.4M +100,000 New
EWA
39
Exencial Wealth Advisors
Oklahoma
$10.5M +$24.3K +233 +0.2%
CB
40
Commerce Bank
Missouri
$10.2M +$3.75M +35,977 +59%
IA
41
IndexIQ Advisors
New York
$10.2M -$20.2M -193,400 -67%
ST
42
Spinnaker Trust
Maine
$10.1M +$398K +3,815 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$9.92M -$2.21M -21,202 -18%
CCM
44
Carlson Capital Management
Minnesota
$9.87M -$173K -1,656 -2%
Jane Street
45
Jane Street
New York
$9.45M +$1.28M +12,248 +16%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$9.29M +$817K +7,841 +10%
SW
47
SVB Wealth
Massachusetts
$9.12M +$160K +1,533 +2%
FHA
48
First Horizon Advisors
Tennessee
$9.06M -$189K -1,818 -2%
FWCM
49
Ferguson Wellman Capital Management
Oregon
$8.93M -$87K -835 -1%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$8.76M +$44.5K +427 +0.5%

VSS Hedge Fund Activity: Q3 2020 in Review

367 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2020, worth a combined $2.92B — up 2.7% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VSS positions and 32 closed out — a net gain of 16 holders — while 109 added to existing stakes and 139 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $25.1M. The largest seller was Jones Financial Companies, cutting an estimated $157M.

  • 367 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2020, up from 357 in Q2 2020.
  • Funds reported $2.92B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2020, up 2.7% quarter-over-quarter.
  • 48 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2020 and 32 closed out, a net change of +16 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2020 was Madison Asset Management, an estimated $25.1M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2020 was Jones Financial Companies, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2020.