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

Overview Fund Activity

541 hedge funds and large institutions have $5.27B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 214 increasing their positions, 171 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+18
Holders Change %
+3.44%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
64
Increased
214
Reduced
171
Closed
38
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$256K

Top Buyers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$79M
2
OMC
2
Old Mission Capital
Illinois
$40.5M
3
Cerity Partners
3
Cerity Partners
New York
$24.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$110M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$1.46M
2
Jane Street
2
Jane Street
New York
$11M
3
Morgan Stanley
3
Morgan Stanley
New York
$83.5M
4
TC
4
Trilogy Capital
California
$2.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$4.7M -$1.99M -18,026 -30%
AA
102
Atmos Advisory
Pennsylvania
$4.67M +$29.3K +265 +0.6%
AIA
103
Alera Investment Advisors
Illinois
$4.64M +$2.25M +20,367 +94%
DILIC
104
Dai-ichi Life Insurance Company
Japan
$4.58M +$1.97M +17,812 +75%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$4.5M +$341K +3,090 +8%
AA
106
Axiom Advisory
California
$4.49M +$113K +1,027 +3%
SS
107
Simplicity Solutions
Minnesota
$4.47M +$1.5M +13,611 +51%
MWM
108
Maltin Wealth Management
New Jersey
$4.38M +$57.3K +519 +1%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$4.27M +$312K +2,822 +8%
TFF
110
The Family Firm
Maryland
$4.22M -$8.29K -75 -0.2%
CA
111
Cetera Advisors
Colorado
$4.19M +$926K +8,385 +28%
LG
112
LAM Group
Oregon
$4.16M -$28.6K -259 -0.7%
HWM
113
Hemington Wealth Management
Virginia
$4.14M -$1.45M -13,127 -26%
FPAS
114
Focus Partners Advisor Solutions
Missouri
$4.13M +$535K +4,845 +15%
WA
115
Waddell & Associates
Tennessee
$4.01M -$1.22K -11 -0%
VF
116
Vawter Financial
Ohio
$3.93M +$40K +362 +1%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$3.9M +$145K +1,313 +4%
SRC
118
Sage Rhino Capital
California
$3.89M -$14.5K -131 -0.4%
CWM
119
Congress Wealth Management
Massachusetts
$3.86M -$311K -2,814 -7%
AllianceBernstein
120
AllianceBernstein
Tennessee
$3.63M +$1.78M +16,074 +96%
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$3.6M +$98.7K +893 +3%
CPA
122
Cardiff Park Advisors
California
$3.58M +$47K +425 +1%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$3.55M +$925K +8,369 +35%
RJA
124
Raymond James & Associates
Florida
$3.54M -$1.07M -9,673 -23%
RWP
125
RWA Wealth Partners
Massachusetts
$3.54M -$173K -1,563 -5%
3 4
5
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