Vanguard FTSE All-World ex-US Small-Cap Index Fund
415 hedge funds and large institutions have $3.12B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 145 increasing their positions, 127 reducing their positions, and 23 closing their positions.
230% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 23
114% more funds holding in top 10
Funds holding in top 10: 7 → 15 (+8)
14% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 127
13% more funds holding
Funds holding: 367 → 415 (+48)
7% more capital invested
Capital invested by funds: $2.92B → $3.12B (+$201M)
2.27% less ownership
Funds ownership: 56.24% → 53.97% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRA
Summit Rock Advisors
New York
|
+$55.2M |
| 2 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$15.5M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$12.3M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$10.7M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$374M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$18.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.7M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.5M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$10.1M |
VSS Hedge Fund Activity: Q4 2020 in Review
415 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2020, worth a combined $3.12B — up 6.9% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new VSS positions and 23 closed out — a net gain of 53 holders — while 145 added to existing stakes and 127 trimmed.
The largest buyer was Summit Rock Advisors, opening a new position worth an estimated $55.2M. The largest seller was Jones Financial Companies, cutting an estimated $374M.
- 415 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2020, up from 367 in Q3 2020.
- Funds reported $3.12B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2020, up 6.9% quarter-over-quarter.
- 76 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2020 and 23 closed out, a net change of +53 holders.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2020 was Summit Rock Advisors, an estimated $55.2M added.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2020 was Jones Financial Companies, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2020.