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

Overview Fund Activity

541 hedge funds and large institutions have $5.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
64
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$256K

Top Buyers

1
CCMG
Clark Capital Management Group
Pennsylvania
$79M
2
OMC
Old Mission Capital
Illinois
$40.5M
3
Cerity Partners
Cerity Partners
New York
$24.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$1.46M
2
Jane Street
Jane Street
New York
$11M
3
Morgan Stanley
Morgan Stanley
New York
$83.5M
4
TC
Trilogy Capital
California
$2.1M
5
CSIA
Charles Schwab Investment Advisory
California
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
501
Ruedi Wealth Management
Illinois
$6.86K -$221 -2 -3%
Fisher Asset Management
502
Fisher Asset Management
Washington
$6.63K -$3.09K -28 -32%
SS
503
Sunbelt Securities
Texas
$6.3K – – –
KFS
504
Kelly Financial Services
Massachusetts
$6.21K +$5.77K +52 +1,300%
CCM
505
Chilton Capital Management
Texas
$5.52K – – –
PB
506
Pinnacle Bancorp
Nebraska
$5.41K -$29.4K -266 -84%
ACA
507
Aptus Capital Advisors
Alabama
$5.41K – – –
SIC
508
SJS Investment Consulting
Ohio
$4.97K -$3.87K -35 -44%
CSC
509
Caldwell Sutter Capital
California
$4.42K – – –
CI
510
Cordant Inc
Oregon
$4.31K – – –
HWM
511
HighMark Wealth Management
Minnesota
$4.2K -$9.17K -83 -69%
PP
512
Pacifica Partners
Canada
$3.97K +$3.97K +36 New
CFS
513
CGC Financial Services
Oregon
$3.87K +$3.87K +35 New
OLVIG
514
Oliver Lagore Vanvalin Investment Group
Michigan
$3.87K +$3.87K +35 New
FGAM
515
Financial Gravity Asset Management
Texas
$3.14K +$3.14K +110 New
ATC
516
Adirondack Trust Company
New York
$3.13K – – –
HPC
517
HM Payson & Co
Maine
$3.09K +$3.09K +28 New
FA
518
Fiduciary Alliance
South Carolina
$2.98K +$2.98K +27 New
BWA
519
BDO Wealth Advisors
Florida
$2.87K – – –
SCA
520
Stonebridge Capital Advisors
Minnesota
$2.87K +$2.87K +26 New
SIS
521
Sound Income Strategies
Florida
$2.76K -$994 -9 -26%
IPW
522
Impact Partnership Wealth
Georgia
$2.54K +$2.54K +23 New
BSB
523
Bangor Savings Bank
Maine
$2.21K – – –
IGWM
524
ICA Group Wealth Management
Colorado
$2.15K – – –
FSWA
525
Financial Synergies Wealth Advisors
Texas
$2.1K +$2.1K +19 New
19 20
21
22 23