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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
+$16.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$12M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$70.6M
2
Jane Street
Jane Street
New York
-$27.3M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
TC
Trilogy Capital
California
-$11.9M
5
CSIA
Charles Schwab Investment Advisory
California
-$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
Perigon Wealth Management
California
$2.18M +$1.02M +9,231 +88%
WA
177
Waverly Advisors
Alabama
$2.14M -$73.4K -664 -3%
TC
178
Trilogy Capital
California
$2.1M -$11.9M -103,675 -85%
EA
179
Eclectic Associates
California
$2.09M +$55.1K +499 +3%
LWM
180
Lodestone Wealth Management
Washington
$2.08M +$193K +1,750 +10%
AWM
181
AE Wealth Management
Kansas
$2.05M +$1.63M +14,723 +387%
IB
182
Intrust Bank
Kansas
$2.03M +$48.2K +436 +2%
DC
183
Davenport & Co
Virginia
$2.02M -$5.48M -49,590 -73%
SQA
184
Simon Quick Advisors
New Jersey
$2.01M +$2.76K +25 +0.1%
MBFW
185
Morton Brown Family Wealth
Pennsylvania
$2M -$188K -1,706 -9%
Mariner
186
Mariner
Kansas
$1.99M -$347K -3,142 -15%
VCM
187
Viewpoint Capital Management
Washington
$1.91M +$287K +2,600 +18%
VFA
188
Voya Financial Advisors
Connecticut
$1.9M +$97.1K +891 +5%
TA
189
Trellis Advisors
Washington
$1.84M – – –
HCA
190
Harbour Capital Advisors
Virginia
$1.75M -$42.8K -385 -2%
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$1.75M +$219K +1,985 +14%
PAS
192
Park Avenue Securities
New York
$1.7M +$1.7M +15,372 New
BEC
193
Blue Edge Capital
Virginia
$1.66M +$19.9K +180 +1%
Citigroup
194
Citigroup
New York
$1.63M +$2.54K +23 +0.2%
OC
195
Oppenheimer & Co
New York
$1.61M -$69.4K -628 -4%
CWM
196
Cornerstone Wealth Management
Missouri
$1.61M +$6.52K +59 +0.4%
AC
197
Addenda Capital
Quebec, Canada
$1.61M +$1.61M +14,563 New
FMWA
198
Forvis Mazars Wealth Advisors
Missouri
$1.6M -$58.1K -526 -4%
BIA
199
Bell Investment Advisors
California
$1.59M +$8.29K +75 +0.5%
WCWM
200
Wooster Corthell Wealth Management
Connecticut
$1.58M -$1.99K -18 -0.1%
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