We are live on ! Find out more
VSS icon

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

321 hedge funds and large institutions have $2.9B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 84

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

12% more capital invested

Capital invested by funds: $2.58B → $2.9B (+$319M)

2% more funds holding

Funds holding: 316321 (+5)

1.35% more ownership

Funds ownership: 50.95%52.3% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
321
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
7.34%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
41
Increased
119
Reduced
84
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$482K +$50.6K +444 +12%
KBFS
177
Kohmann Bosshard Financial Services
Ohio
$478K +$91.9K +806 +23%
ATFA
178
All Terrain Financial Advisors
Minnesota
$473K -$7.07K -62 -1%
BSWM
179
Boston Standard Wealth Management
Massachusetts
$461K +$471K +4,133 New
Kayne Anderson Rudnick Investment Management
180
Kayne Anderson Rudnick Investment Management
California
$432K +$18.2K +160 +4%
William Blair & Company
181
William Blair & Company
Illinois
$428K -$9.69K -85 -2%
KA
182
Klingman & Associates
New York
$421K
ACM
183
Armbruster Capital Management
New York
$412K
BBA
184
BLB&B Advisors
Pennsylvania
$409K
SEI Investments
185
SEI Investments
Pennsylvania
$404K -$91.9K -806 -18%
FCI
186
Financial Counselors Inc
Kansas
$383K +$390K +3,417 New
PWLP
187
Prio Wealth Limited Partnership
Massachusetts
$380K +$135K +1,185 +54%
HighTower Advisors
188
HighTower Advisors
Illinois
$376K -$33.9K -297 -8%
CL
189
Choreo LLC
Illinois
$374K
CPIG
190
Chicago Partners Investment Group
Illinois
$367K +$912 +8 +0.2%
DT
191
Diversified Trust
Tennessee
$363K
SC
192
Savant Capital
Illinois
$360K +$5.02K +44 +1%
WA
193
WBH Advisory
Maryland
$347K +$114 +1 +0%
NC
194
NewSquare Capital
Pennsylvania
$347K +$28.5K +250 +9%
ADL
195
Asset Dedication LLC
California
$346K -$52.3K -459 -13%
CIA
196
Capital Investment Advisors
Georgia
$346K +$1.71K +15 +0.5%
VAM
197
Visionary Asset Management
Texas
$342K +$23.6K +207 +7%
FCIM
198
Fairview Capital Investment Management
California
$331K +$336K +2,950 New
LFA
199
Landmark Financial Advisors
Kentucky
$320K +$326K +2,857 New
IA
200
IFP Advisors
Florida
$319K +$13K +114 +4%

VSS Hedge Fund Activity: Q3 2018 in Review

321 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2018, worth a combined $2.9B — up 12% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VSS positions and 35 closed out — a net gain of 6 holders — while 119 added to existing stakes and 84 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $115M. The largest seller was Cornerstone Wealth Management, cutting an estimated $57.9M.

  • 321 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2018, up from 316 in Q2 2018.
  • Funds reported $2.9B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2018, up 12% quarter-over-quarter.
  • 41 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2018 and 35 closed out, a net change of +6 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2018 was Jones Financial Companies, an estimated $115M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q3 2018.