We are live on ! Find out more
VSS icon

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

525 hedge funds and large institutions have $6.35B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 210 increasing their positions, 138 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 138

1.5% more ownership

Funds ownership: 67%68.5% (+1.5%)

6% more call options, than puts

Call options by funds: $706K | Put options by funds: $669K

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

3% less capital invested

Capital invested by funds: $6.55B → $6.35B (-$202M)

1% less funds holding

Funds holding: 532525 (-7)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
525
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.28%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
58
Increased
210
Reduced
138
Closed
57
Calls
$706K
Puts
$669K
Net Calls
+$37K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$35.2M +$2.86M +22,827 +9%
FFW
27
Fusion Family Wealth
New York
$34.8M -$2.14M -17,056 -6%
CPO
28
Cerity Partners OCIO
New York
$33.4M +$1.67M +13,303 +5%
FSC
29
Full Sail Capital
Oklahoma
$32.1M +$1.2M +9,530 +4%
SP
30
Symmetry Partners
Connecticut
$31.7M +$2.89M +23,014 +10%
EA
31
Efficient Advisors
Ohio
$31M +$1.7M +13,561 +6%
LNC
32
Lincoln National Corp
Pennsylvania
$28.8M +$1.28M +10,239 +5%
Creative Planning
33
Creative Planning
Kansas
$27.8M +$4.01M +31,933 +17%
WA
34
Waddell & Associates
Tennessee
$27.1M +$1.32M +10,542 +5%
BCI
35
Brinker Capital Investments
Pennsylvania
$26M +$21.1M +168,327 +406%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$23M +$3.95M +31,443 +20%
CCMG
37
Clark Capital Management Group
Pennsylvania
$22.8M -$11.7M -93,601 -34%
HighTower Advisors
38
HighTower Advisors
Illinois
$22.5M +$2.01M +16,018 +10%
FLPIM
39
F.L. Putnam Investment Management
Massachusetts
$22.4M +$1.81M +14,389 +9%
EWM
40
Empirical Wealth Management
Washington
$22.4M -$253K -2,017 -1%
CB
41
Commerce Bank
Missouri
$22.3M +$4.84M +38,578 +27%
AC
42
Apella Capital
Connecticut
$20.6M +$3.58M +28,512 +21%
DP
43
Divergent Planning
Maryland
$19.7M +$933K +7,440 +5%
PP
44
PrairieView Partners
Minnesota
$19.1M -$18.1K -144 -0.1%
Vontobel Holding
45
Vontobel Holding
Switzerland
$18M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$17.9M +$1.54M +12,287 +9%
LPL Financial
47
LPL Financial
California
$17.2M +$642K +5,114 +4%
TC
48
Trilogy Capital
California
$16.7M +$2.11M +16,852 +14%
UCFA
49
United Capital Financial Advisors
Texas
$16.4M -$792K -6,314 -5%
Osaic Holdings
50
Osaic Holdings
Arizona
$15.9M -$424K -3,381 -3%

VSS Hedge Fund Activity: Q1 2022 in Review

525 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2022, worth a combined $6.35B — down 3.1% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VSS positions and 57 closed out — a net gain of 1 holder — while 210 added to existing stakes and 138 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $125M. The largest seller was Jones Financial Companies, cutting an estimated $141M.

  • 525 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2022, down from 532 in Q4 2021.
  • Funds reported $6.35B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 58 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2022 and 57 closed out, a net change of +1 holder.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2022 was 1832 Asset Management, an estimated $125M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2022 was Jones Financial Companies, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2022.