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

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$1.46M
2
Jane Street
Jane Street
New York
$11M
3
Morgan Stanley
Morgan Stanley
New York
$83.5M
4
TC
Trilogy Capital
California
$2.1M
5
CSIA
Charles Schwab Investment Advisory
California
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Mission Wealth Management
California
$2.64M -$75.8K -686 -3%
IP
152
Investment Partners
Ohio
$2.57M -$18.9K -171 -0.7%
PA
153
Pinnacle Associates
New York
$2.54M -$4.75K -43 -0.2%
MMA
154
Miracle Mile Advisors
California
$2.51M -$1.05M -9,490 -29%
SCM
155
SOL Capital Management
Maryland
$2.51M +$60.8K +550 +2%
BP
156
Ballentine Partners
Massachusetts
$2.41M -$82.2K -744 -3%
UB
157
UMB Bank
Missouri
$2.39M -$321K -2,901 -12%
NFW
158
Noble Family Wealth
Florida
$2.39M +$17.9K +162 +0.8%
RWI
159
Red Wave Investments
Pennsylvania
$2.38M – – –
PP
160
PDS Planning
Ohio
$2.37M -$41.1K -372 -2%
GIA
161
GHP Investment Advisors
Colorado
$2.36M -$209K -1,872 -8%
KAS
162
Kestra Advisory Services
Texas
$2.35M +$590K +5,342 +34%
EAM
163
Evanson Asset Management
California
$2.35M -$457K -4,136 -16%
GA
164
GFS Advisors
Texas
$2.34M -$25.9K -234 -1%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$2.34M +$51K +462 +2%
DS
166
DRW Securities
Illinois
$2.31M +$211K +1,911 +10%
AWM
167
Aberdeen Wealth Management
Illinois
$2.28M – – –
FCC
168
Flower City Capital
New York
$2.27M +$137K +1,236 +6%
RIA
169
Regal Investment Advisors
Michigan
$2.27M -$70.4K -637 -3%
NL
170
NWAM LLC
Washington
$2.24M +$1.18M +10,665 +111%
CFD
171
Creative Financial Designs
Indiana
$2.23M +$165K +1,493 +8%
LL
172
LPWM LLC
Minnesota
$2.22M -$103K -925 -4%
PFO
173
Pathstone Family Office
New Jersey
$2.21M +$57.2K +518 +3%
BBW
174
Blue Barn Wealth
Utah
$2.2M +$40K +362 +2%
CRI
175
Colonial River Investments
Virginia
$2.18M +$2.18M +19,731 New
5 6
7
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