Vanguard FTSE All-World ex-US Small-Cap Index Fund
304 hedge funds and large institutions have $2.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 83 reducing their positions, and 14 closing their positions.
207% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 14
35% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 83
10% more funds holding
Funds holding: 276 → 304 (+28)
5% more capital invested
Capital invested by funds: $2.03B → $2.13B (+$100M)
0.87% more ownership
Funds ownership: 42.79% → 43.67% (+0.87%)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $303K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$34.3M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$25.5M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.4M |
| 4 |
Morgan Stanley
New York
|
+$15.2M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$10.5M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$9.94M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.27M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$7.34M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$6.17M |
VSS Hedge Fund Activity: Q1 2018 in Review
304 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2018, worth a combined $2.13B — up 4.9% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VSS positions and 14 closed out — a net gain of 29 holders — while 112 added to existing stakes and 83 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $34.3M. The largest seller was Barber Financial Group, exiting entirely with an estimated $10.5M sold.
- 304 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2018, up from 276 in Q4 2017.
- Funds reported $2.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2018, up 4.9% quarter-over-quarter.
- 43 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2018 and 14 closed out, a net change of +29 holders.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2018 was Allianz Asset Management, an estimated $34.3M added.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2018 was Barber Financial Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2018.