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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
FLPIM
151
F.L. Putnam Investment Management
Massachusetts
$2.55M -$121K -1,199 -5%
WCFA
152
Walkner Condon Financial Advisors
Wisconsin
$2.54M +$138K +1,376 +6%
CAI
153
Capital Advisors Inc
Oklahoma
$2.48M -$41.8K -416 -2%
PA
154
Pinnacle Associates
New York
$2.46M -$280K -2,782 -10%
GIA
155
GHP Investment Advisors
Colorado
$2.4M -$308K -3,066 -12%
IP
156
Investment Partners
Ohio
$2.39M -$302K -3,001 -11%
BP
157
Ballentine Partners
Massachusetts
$2.38M +$66.9K +665 +3%
CCM
158
Causeway Capital Management
California
$2.33M +$2.28M +22,691 New
CAC
159
Certified Advisory Corp
Florida
$2.29M +$2.24M +22,312 New
AIA
160
Alera Investment Advisors
Illinois
$2.29M +$1.06M +10,569 +90%
RWI
161
Red Wave Investments
Pennsylvania
$2.29M -$503 -5 -0%
LFA
162
Level Financial Advisors
New York
$2.24M +$183K +1,821 +9%
GA
163
GFS Advisors
Texas
$2.24M +$19.7K +196 +0.9%
PP
164
PDS Planning
Ohio
$2.23M -$162K -1,610 -7%
MBFW
165
Morton Brown Family Wealth
Pennsylvania
$2.22M +$207K +2,054 +11%
LL
166
LPWM LLC
Minnesota
$2.21M -$118K -1,175 -5%
M&T Bank
167
M&T Bank
New York
$2.2M -$335K -3,329 -13%
SCM
168
SOL Capital Management
Maryland
$2.2M +$409K +4,065 +23%
Mariner
169
Mariner
Kansas
$2.16M -$21.8K -217 -1%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$185K +1,842 +10%
KSWA
171
Kathleen S. Wright Associates
Pennsylvania
$2.12M +$22.3K +222 +1%
LWMNY
172
Landmark Wealth Management (New York)
New York
$2.09M -$503 -5 -0%
RIA
173
Regal Investment Advisors
Michigan
$2.09M +$48.8K +485 +2%
NL
174
NWAM LLC
Washington
$2.08M -$55.7K -554 -3%
WA
175
Waverly Advisors
Alabama
$2.06M +$6.54K +65 +0.3%

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.