We are live on ! Find out more
VSS icon

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

525 hedge funds and large institutions have $6.35B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 210 increasing their positions, 138 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 138

1.5% more ownership

Funds ownership: 67%68.5% (+1.5%)

6% more call options, than puts

Call options by funds: $706K | Put options by funds: $669K

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

3% less capital invested

Capital invested by funds: $6.55B → $6.35B (-$202M)

1% less funds holding

Funds holding: 532525 (-7)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
525
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.28%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
58
Increased
210
Reduced
138
Closed
57
Calls
$706K
Puts
$669K
Net Calls
+$37K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
101
Resonant Capital Advisors
Wisconsin
$4.95M +$140K +1,114 +3%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$4.89M +$3M +23,909 +154%
PPA
103
Parametric Portfolio Associates
Washington
$4.63M -$2.19M -17,462 -32%
AA
104
Axiom Advisory
California
$4.6M +$157K +1,249 +3%
AA
105
Atmos Advisory
Pennsylvania
$4.53M +$388K +3,093 +9%
BHWM
106
Beaird Harris Wealth Management
Texas
$4.46M +$3.21M +25,590 +246%
MWM
107
Maltin Wealth Management
New Jersey
$4.45M +$27K +215 +0.6%
IA
108
IFG Advisors
Missouri
$4.43M +$155K +1,237 +4%
CCM
109
Colorado Capital Management
Colorado
$4.16M -$51.3K -409 -1%
SRC
110
Sage Rhino Capital
California
$4.13M +$261K +2,082 +7%
EDRIA
111
Edmonds Duncan Registered Investment Advisors
Kansas
$4.11M +$86.8K +692 +2%
CM
112
Columbus Macro
Pennsylvania
$4.08M +$2.83M +22,537 +218%
CIS
113
Connors Investor Services
Pennsylvania
$4.06M +$407K +3,240 +11%
SLT
114
St Louis Trust
Missouri
$3.99M +$1.89M +15,067 +88%
PWS
115
Peterson Wealth Services
Utah
$3.89M +$375K +2,986 +11%
MMA
116
Miracle Mile Advisors
California
$3.84M +$11.9K +95 +0.3%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$3.83M +$1.11M +8,844 +40%
RWA
118
Rainsberger Wealth Advisors
Colorado
$3.8M +$227K +1,813 +6%
PCA
119
Permit Capital Advisors
Pennsylvania
$3.7M +$3.8M +30,262 New
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$3.7M +$3.75M +29,865 New
PP
121
PDS Planning
Ohio
$3.69M +$145K +1,154 +4%
BF
122
Brooklyn FI
New York
$3.66M +$180K +1,431 +5%
BSWM
123
Boston Standard Wealth Management
Massachusetts
$3.53M +$149K +1,188 +4%
RWA
124
RGT Wealth Advisors
Texas
$3.52M -$165K -1,316 -4%
CWM
125
Congress Wealth Management
Massachusetts
$3.51M -$68K -542 -2%

VSS Hedge Fund Activity: Q1 2022 in Review

525 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2022, worth a combined $6.35B — down 3.1% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VSS positions and 57 closed out — a net gain of 1 holder — while 210 added to existing stakes and 138 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $125M. The largest seller was Jones Financial Companies, cutting an estimated $141M.

  • 525 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2022, down from 532 in Q4 2021.
  • Funds reported $6.35B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 58 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2022 and 57 closed out, a net change of +1 holder.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2022 was 1832 Asset Management, an estimated $125M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2022 was Jones Financial Companies, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2022.