VSS icon

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 %
FFA
551
First Foundation Advisors
California
– -$342K -3,128 Closed
AFG
552
Allegheny Financial Group
Pennsylvania
– -$295K -2,699 Closed
WFA
553
Wade Financial Advisory
California
– -$286K -2,620 Closed
MOS
554
MGO One Seven
Ohio
– -$285K -2,607 Closed
MWP
555
Meridian Wealth Partners
Pennsylvania
– -$281K -2,571 Closed
WIA
556
World Investment Advisors
California
– -$248K -2,269 Closed
BG
557
Bahl & Gaynor
Ohio
– -$240K -2,197 Closed
AAS
558
Ameritas Advisory Services
Nebraska
– -$159K -1,451 Closed
CSPAM
559
Cary Street Partners Asset Management
Virginia
– -$131K -1,197 Closed
BAM
560
Belpointe Asset Management
Nevada
– -$82.4K -754 Closed
MPCG
561
Matrix Private Capital Group
New York
– -$32.8K -300 Closed
BA
562
Bristlecone Advisors
Washington
– -$31.8K -291 Closed
BAAM
563
Baker Avenue Asset Management
California
– -$24.5K -225 Closed
WWM
564
Wolff Wiese Magana
California
– -$21.3K -195 Closed
BCM
565
Blume Capital Management
California
– -$12.2K -112 Closed
CT
566
Cambridge Trust
Massachusetts
– -$11.9K -109 Closed
S
567
SignatureFD
Georgia
– -$10.7K -98 Closed
PCMC
568
Private Capital Management (Colorado)
Colorado
– -$10.4K -95 Closed
NSIM
569
North Star Investment Management
Illinois
– -$8.6K -79 Closed
MFA
570
Morling Financial Advisors
California
– -$8.52K -78 Closed
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
– -$8.41K -77 Closed
AAP
572
Arax Advisory Partners
Colorado
– -$5.35K -49 Closed
FA
573
Fortis Advisors
Pennsylvania
– -$4.1K -37 Closed
GFWA
574
Grey Fox Wealth Advisors
Delaware
– -$3.93K -36 Closed
PCTC
575
Perkins Coie Trust Company
Washington
– -$3.28K -30 Closed
20 21 22
23
24