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

633 hedge funds and large institutions have $4.81B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 238 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 197

4% more funds holding

Funds holding: 609633 (+24)

3.44% less ownership

Funds ownership: 60.47%57.03% (-3.4%)

12% less capital invested

Capital invested by funds: $5.48B → $4.81B (-$667M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
633
Holders Change
+24
Holders Change %
+3.94%
% of All Funds
8.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
88
Increased
238
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$5.33M +$32.6K +271 +0.6%
CWL
102
Causey Wealth LLC
Colorado
$5.3M +$5.57M +46,336 New
DWM
103
Diversify Wealth Management
Utah
$5.21M +$810K +6,743 +17%
TFCP
104
Twin Focus Capital Partners
Massachusetts
$5.12M -$98.8K -822 -2%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$4.88M +$240K +1,998 +5%
Truist Financial
106
Truist Financial
North Carolina
$4.87M +$2.27M +18,855 +80%
CFO
107
Colony Family Offices
North Carolina
$4.85M +$70.6K +588 +1%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$4.67M -$913K -7,602 -16%
SFMG
109
Sage Financial Management Group
Virginia
$4.66M -$63.9K -532 -1%
AllianceBernstein
110
AllianceBernstein
Tennessee
$4.61M +$365K +3,041 +8%
Mackenzie Financial
111
Mackenzie Financial
Ontario, Canada
$4.48M +$300K +2,500 +7%
Mariner
112
Mariner
Kansas
$4.44M +$1.62M +13,505 +53%
RWP
113
RWA Wealth Partners
Massachusetts
$4.43M +$407K +3,390 +10%
RPSA
114
Richard P. Slaughter Associates
Texas
$4.41M -$283K -2,358 -6%
TFF
115
The Family Firm
Maryland
$4.35M -$48.1K -400 -0.6%
FCC
116
Flower City Capital
New York
$4.34M -$6.25K -52 -0.1%
FA
117
Fountainhead AM
New Jersey
$4.34M +$4.55M +37,891 New
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$4.33M +$105K +873 +2%
FTUS
119
Flow Traders U.S.
New York
$4.32M +$4.54M +37,763 New
TIM
120
Tortoise Investment Management
New York
$4.32M +$37.1K +309 +0.8%
SRC
121
Sage Rhino Capital
California
$4.16M +$230K +1,914 +6%
VF
122
Vawter Financial
Ohio
$4.1M -$17.3K -144 -0.4%
SS
123
SBI Securities
Japan
$4.09M +$4.29M +35,722 New
CIC
124
Cutler Investment Counsel
Oregon
$4.07M +$1.59M +13,269 +59%
LG
125
LAM Group
Oregon
$4.06M

VSS Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2024, worth a combined $4.81B — down 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VSS positions and 53 closed out — a net gain of 35 holders — while 238 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.4M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 633 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2024, up from 609 in Q3 2024.
  • Funds reported $4.81B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 88 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2024 and 53 closed out, a net change of +35 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2024 was Fidelity Investments, an estimated $64.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.