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

188 hedge funds and large institutions have $957M invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 54

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 188188 (0)

3.4% less ownership

Funds ownership: 45.14%41.74% (-3.4%)

22% less capital invested

Capital invested by funds: $1.22B → $957M (-$263M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $399K

Holders
188
Holders Change
Holders Change %
0%
% of All Funds
5.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
21
Increased
68
Reduced
54
Closed
20
Calls
Puts
$399K
Net Calls
-$399K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
51
The Family Firm
Maryland
$2.35M +$18.9K +197 +0.8%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.19M -$560K -5,849 -20%
BFPW
53
BOK Financial Private Wealth
Colorado
$2.19M -$17.5K -183 -0.8%
TYCC
54
Texas Yale Capital Corp
Florida
$1.99M +$365K +3,815 +21%
TWA
55
Tillar-Wenstrup Advisors
Ohio
$1.97M -$54.8K -572 -3%
TCM
56
Tufton Capital Management
Maryland
$1.95M +$13.9K +145 +0.7%
AC
57
Addenda Capital
Quebec, Canada
$1.91M +$7.66K +80 +0.4%
CIS
58
Connors Investor Services
Pennsylvania
$1.91M +$12.5K +130 +0.6%
MA
59
MUFG Americas
New York
$1.88M
OC
60
Oppenheimer & Co
New York
$1.61M +$10.5K +110 +0.6%
Citigroup
61
Citigroup
New York
$1.58M +$479 +5 +0%
CCA
62
Checchi Capital Advisers
California
$1.57M -$79.6K -831 -5%
BSWM
63
Boston Standard Wealth Management
Massachusetts
$1.54M +$28.8K +301 +2%
CCM
64
Condor Capital Management
New Jersey
$1.46M +$35.6K +372 +2%
TWA
65
TCI Wealth Advisors
Arizona
$1.45M +$7.47K +78 +0.5%
GG
66
Gofen & Glossberg
Illinois
$1.28M
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$1.2M -$209K -2,182 -14%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.15M +$969K +10,121 +397%
JP Morgan Chase
69
JP Morgan Chase
New York
$1.15M -$51.6K -539 -4%
FLPIM
70
F.L. Putnam Investment Management
Massachusetts
$1.12M -$3.35M -35,005 -74%
CCM
71
Covington Capital Management
California
$1.11M -$376K -3,925 -24%
CNC
72
Citizens & Northern Corp
Pennsylvania
$1.01M +$313K +3,268 +41%
FAAS
73
First Allied Advisory Services
California
$1M -$90.2K -942 -8%
GC
74
Gibson Capital
Pennsylvania
$957K -$434K -4,529 -30%
BJL
75
Brighton Jones LLC
Washington
$945K +$128K +1,337 +15%

VSS Hedge Fund Activity: Q3 2015 in Review

188 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2015, worth a combined $957M — down 22% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VSS positions and 20 closed out — a net gain of 1 holder — while 68 added to existing stakes and 54 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.8M. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $79.1M sold.

  • 188 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $957M of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2015, down 22% quarter-over-quarter.
  • 21 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2015 and 20 closed out, a net change of +1 holder.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2015 was Vanguard Group, an estimated $23.8M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2015 was Aegon USA Investment Management, an estimated $79.1M sold.

Based on aggregated 13F filings for Q3 2015.