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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.39K
MAWA
502
Moss Adams Wealth Advisors
Washington
$3.19K +$3.12K +31 New
PCTC
503
Perkins Coie Trust Company
Washington
$3.08K
ATC
504
Adirondack Trust Company
New York
$2.77K
FGAM
505
Financial Gravity Asset Management
Texas
$2.68K +$10.4K +103 New
BWA
506
BDO Wealth Advisors
Florida
$2.67K
GEA
507
Glen Eagle Advisors
New Jersey
$2.49K -$5.83K -58 -71%
AWM
508
Abound Wealth Management
Tennessee
$2.41K +$2.31K +23 New
SIS
509
Sound Income Strategies
Florida
$2.37K +$1.91K +19 +475%
BA
510
Bellwether Advisors
Nebraska
$2.27K +$101 +1 +5%
CAS
511
Coppell Advisory Solutions
Texas
$2.26K +$2.21K +22 New
CASC
512
Coppell Advisory Solutions Corp
Texas
$2.26K +$2.21K +22 New
LF
513
Lee Financial
Texas
$2.06K
BSB
514
Bangor Savings Bank
Maine
$2K
RG
515
Retirement Group
California
$2K +$1.51K +15 New
IGWM
516
ICA Group Wealth Management
Colorado
$1.98K +$1.91K +19 New
OFG
517
Oxford Financial Group
Indiana
$1.85K -$31.3K -311 -95%
BCMIO
518
Beacon Capital Management Inc (Ohio)
Ohio
$1.85K +$1.81K +18 New
LS
519
Leelyn Smith
Illinois
$1.75K -$603 -6 -26%
SWM
520
Sugarloaf Wealth Management
Georgia
$1.6K
CSWM
521
Cassady Schiller Wealth Management
Ohio
$1.54K +$1.51K +15 New
QC
522
Quent Capital
New York
$1.47K
LFA
523
Legend Financial Advisors
Pennsylvania
$1.23K
CWAF
524
Core Wealth Advisors (Florida)
Florida
$1.13K
TAM
525
Tucker Asset Management
Colorado
$932 +$905 +9 New

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.