Vanguard FTSE All-World ex-US Small-Cap Index Fund
523 hedge funds and large institutions have $4.99B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 190 reducing their positions, and 56 closing their positions.
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
9% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 56
3% less capital invested
Capital invested by funds: $5.13B → $4.99B (-$141M)
5% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 190
2% less funds holding
Funds holding: 532 → 523 (-9)
2.05% less ownership
Funds ownership: 63.6% → 61.55% (-2%)
15% less call options, than puts
Call options by funds: $252K | Put options by funds: $297K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$191M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$5.76M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$5.58M |
| 4 |
Goldman Sachs
New York
|
+$5.37M |
| 5 |
AssetMark Inc
Concord,
California
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$259M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$53.6M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$44.6M |
| 4 |
Jane Street
New York
|
-$29M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$19.2M |
VSS Hedge Fund Activity: Q1 2023 in Review
523 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2023, worth a combined $4.99B — down 2.7% from $5.13B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VSS positions and 56 closed out — a net gain of 5 holders — while 180 added to existing stakes and 190 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $191M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $259M sold.
- 523 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2023, down from 532 in Q4 2022.
- Funds reported $4.99B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2023, down 2.7% quarter-over-quarter.
- 61 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2023 and 56 closed out, a net change of +5 holders.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $191M added.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2023 was Arete Wealth Advisors, an estimated $259M sold.
Based on aggregated 13F filings for Q1 2023.