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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$5.34M +$98K +975 +2%
FA
102
FDx Advisors
Illinois
$5.23M -$255K -2,536 -5%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$5.2M +$4.54M +45,169 +842%
RPSA
104
Richard P. Slaughter Associates
Texas
$5.12M +$673K +6,696 +16%
OA
105
Operose Advisors
Wisconsin
$5.03M +$275K +2,733 +6%
Kayne Anderson Rudnick Investment Management
106
Kayne Anderson Rudnick Investment Management
California
$4.94M +$2.72M +27,058 +129%
AA
107
Atmos Advisory
Pennsylvania
$4.51M +$481K +4,786 +12%
RCA
108
Resonant Capital Advisors
Wisconsin
$4.33M +$234K +2,332 +6%
LG
109
LAM Group
Oregon
$4.31M +$4.22M +41,947 New
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$4.29M +$166K +1,651 +4%
CWM
111
Congress Wealth Management
Massachusetts
$4.23M +$658K +6,545 +19%
KAS
112
Kestra Advisory Services
Texas
$4.22M +$2.14M +21,291 +108%
AA
113
Axiom Advisory
California
$4.06M +$105K +1,048 +3%
MWM
114
Maltin Wealth Management
New Jersey
$3.97M +$37.8K +376 +1%
EDRIA
115
Edmonds Duncan Registered Investment Advisors
Kansas
$3.88M +$174K +1,733 +5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$3.87M +$101 +1 +0%
RWP
117
RWA Wealth Partners
Massachusetts
$3.84M -$6.38M -63,436 -64%
WA
118
Waddell & Associates
Tennessee
$3.76M +$1.42M +14,137 +63%
SRC
119
Sage Rhino Capital
California
$3.62M +$84.4K +839 +2%
BSWM
120
Boston Standard Wealth Management
Massachusetts
$3.57M +$354K +3,518 +11%
TFF
121
The Family Firm
Maryland
$3.48M +$701K +6,975 +26%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$3.47M -$375K -3,728 -10%
VF
123
Vawter Financial
Ohio
$3.46M +$3.38M +33,639 New
CA
124
Cetera Advisors
Colorado
$3.45M +$2.13M +21,157 +170%
CAM
125
Congress Asset Management
Massachusetts
$3.4M -$157K -1,560 -5%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.