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

367 hedge funds and large institutions have $2.92B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2020 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 109 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

3% more funds holding

Funds holding: 357367 (+10)

3% more capital invested

Capital invested by funds: $2.84B → $2.92B (+$77.8M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.66% less ownership

Funds ownership: 57.9%56.24% (-1.7%)

22% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 139

Holders
367
Holders Change
+10
Holders Change %
+2.8%
% of All Funds
7.41%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
48
Increased
109
Reduced
139
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
126
Wooster Corthell Wealth Management
Connecticut
$1.71M -$23.7K -227 -1%
Barclays
127
Barclays
United Kingdom
$1.7M +$93.8K +900 +6%
RC
128
RegentAtlantic Capital
New Jersey
$1.67M -$183K -1,754 -10%
Renaissance Technologies
129
Renaissance Technologies
New York
$1.64M +$1.63M +15,600 New
KP
130
Keel Point
Alabama
$1.64M -$29.3K -281 -2%
SA
131
Sunesis Advisors
Kansas
$1.55M
Creative Planning
132
Creative Planning
Kansas
$1.53M +$207K +1,983 +16%
MWM
133
Merriman Wealth Management
Washington
$1.51M +$18.2K +175 +1%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$1.5M -$48.7K -467 -3%
CWM
135
Cornerstone Wealth Management
Missouri
$1.5M +$49.9K +479 +3%
GA
136
GFS Advisors
Texas
$1.5M +$81.4K +781 +6%
IP
137
Investment Partners
Ohio
$1.5M -$17.6K -169 -1%
RIA
138
Regal Investment Advisors
Michigan
$1.47M -$145K -1,392 -9%
SCM
139
SOL Capital Management
Maryland
$1.44M
SFSG
140
Stearns Financial Services Group
North Carolina
$1.43M -$25.8K -248 -2%
HighTower Advisors
141
HighTower Advisors
Illinois
$1.37M +$202K +1,943 +18%
MWM
142
Mission Wealth Management
California
$1.34M -$96.9K -930 -7%
WF
143
Welch & Forbes
Massachusetts
$1.23M -$31.3K -300 -3%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$1.23M
TA
145
Trellis Advisors
Washington
$1.23M -$9.69K -93 -0.8%
IWP
146
IAG Wealth Partners
Wisconsin
$1.23M +$72.4K +695 +6%
PPP
147
Private Portfolio Partners
New Jersey
$1.21M +$17.3K +166 +1%
WA
148
Waverly Advisors
Alabama
$1.21M +$23.2K +223 +2%
OCG
149
Opus Capital Group
Ohio
$1.21M -$15.6K -150 -1%
SC
150
Savant Capital
Illinois
$1.2M +$72.3K +694 +6%

VSS Hedge Fund Activity: Q3 2020 in Review

367 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2020, worth a combined $2.92B — up 2.7% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VSS positions and 32 closed out — a net gain of 16 holders — while 109 added to existing stakes and 139 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $25.1M. The largest seller was Jones Financial Companies, cutting an estimated $157M.

  • 367 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2020, up from 357 in Q2 2020.
  • Funds reported $2.92B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2020, up 2.7% quarter-over-quarter.
  • 48 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2020 and 32 closed out, a net change of +16 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2020 was Madison Asset Management, an estimated $25.1M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2020 was Jones Financial Companies, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2020.