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

633 hedge funds and large institutions have $4.81B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 238 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 197

4% more funds holding

Funds holding: 609633 (+24)

3.44% less ownership

Funds ownership: 60.47%57.03% (-3.4%)

12% less capital invested

Capital invested by funds: $5.48B → $4.81B (-$667M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
633
Holders Change
+24
Holders Change %
+3.94%
% of All Funds
8.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
88
Increased
238
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
526
JDM Financial Group
Texas
$45.8K
GM
527
GeoWealth Management
Illinois
$45.1K -$19.9K -166 -30%
NWMP
528
Noble Wealth Management PBC
Colorado
$44.8K +$47K +391 New
TCM
529
TD Capital Management
Tennessee
$42.2K -$601 -5 -1%
CMBA
530
C.M. Bidwell & Associates
Hawaii
$42.1K +$6.49K +54 +17%
BC
531
Barrett & Company
Rhode Island
$39.6K
CFB
532
Cullen/Frost Bankers
Texas
$39.1K +$41K +341 New
ME
533
McIlrath & Eck
Washington
$36.3K -$43K -358 -53%
GJIA
534
Glass Jacobson Investment Advisors
Maryland
$35.8K -$7.33K -61 -16%
PSFG
535
Park Square Financial Group
Georgia
$34.5K +$36.2K +301 New
CFGS
536
Concourse Financial Group Securities
Alabama
$33.7K -$36.5K -304 -51%
SIC
537
Salem Investment Counselors
North Carolina
$33.1K
CAS
538
Coppell Advisory Solutions
Texas
$30.9K
DJSG
539
D.J. St. Germain
Massachusetts
$30.3K
BCMLT
540
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.3K -$15.6K -130 -33%
HNB
541
Huntington National Bank
Ohio
$29.8K
GWMI
542
Guardian Wealth Management (Illinois)
Illinois
$29.5K +$120 +1 +0.4%
GWM
543
Geneos Wealth Management
Colorado
$29.5K -$20.5K -171 -40%
SIM
544
Synergy Investment Management
Florida
$28.6K +$30K +250 New
W
545
WealthCollab
Washington
$28.3K
T
546
Tidemark
California
$27.5K -$6.01K -50 -17%
WIM
547
Westside Investment Management
California
$27.2K
POIA
548
Pin Oak Investment Advisors
Texas
$27K
WA
549
WPG Advisers
Maryland
$26.1K +$27.4K +228 New
CWP
550
Concord Wealth Partners
Virginia
$24.4K +$12K +100 +88%

VSS Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2024, worth a combined $4.81B — down 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VSS positions and 53 closed out — a net gain of 35 holders — while 238 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.4M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 633 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2024, up from 609 in Q3 2024.
  • Funds reported $4.81B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 88 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2024 and 53 closed out, a net change of +35 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2024 was Fidelity Investments, an estimated $64.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.