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

618 hedge funds and large institutions have $4.41B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 201 increasing their positions, 222 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 54

9% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 222

2% less funds holding

Funds holding: 633618 (-15)

3.81% less ownership

Funds ownership: 57.03%53.22% (-3.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $4.81B → $4.41B (-$396M)

Holders
618
Holders Change
-15
Holders Change %
-2.37%
% of All Funds
8.29%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
54
Increased
201
Reduced
222
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
176
Integrity Wealth Solutions
Colorado
$2.37M -$49.5K -426 -2%
Victory Capital Management
177
Victory Capital Management
Texas
$2.37M +$975K +8,393 +70%
FWP
178
Family Wealth Partners
North Carolina
$2.28M +$3.14K +27 +0.1%
CCWM
179
Cassaday & Co Wealth Management
Virginia
$2.27M -$168K -1,444 -7%
PNAA
180
Pictet North America Advisors
Switzerland
$2.24M +$132K +1,139 +6%
PIMG
181
Patriot Investment Management Group
Tennessee
$2.21M -$32.2K -277 -1%
CWM
182
Congress Wealth Management
Massachusetts
$2.21M -$28.6K -246 -1%
DILIC
183
Dai-ichi Life Insurance Company
Japan
$2.2M -$939K -8,082 -30%
UFA
184
Uptown Financial Advisors
Texas
$2.2M +$54.5K +469 +3%
Renaissance Technologies
185
Renaissance Technologies
New York
$2.18M +$2.2M +18,900 New
MWM
186
Mission Wealth Management
California
$2.13M -$38.4K -330 -2%
PAS
187
Park Avenue Securities
New York
$2.13M +$139K +1,200 +7%
ULWM
188
Upper Left Wealth Management
Florida
$2.11M +$693K +5,966 +48%
TA
189
Tectonic Advisors
Texas
$2.11M +$108K +929 +5%
LFA
190
Level Financial Advisors
New York
$2.08M -$151K -1,300 -7%
IWC
191
Integrated Wealth Concepts
Massachusetts
$2.01M -$10.2K -88 -0.5%
CBT
192
CoreFirst Bank & Trust
Kansas
$1.98M +$753K +6,476 +61%
TW
193
Traveka Wealth
California
$1.97M -$101K -866 -5%
AAS
194
Asset Allocation Strategies
Michigan
$1.97M +$332K +2,855 +20%
IB
195
Intrust Bank
Kansas
$1.97M +$182K +1,569 +10%
RWI
196
Red Wave Investments
Pennsylvania
$1.95M -$113K -970 -5%
SRC
197
Shufro Rose & Co
New York
$1.92M -$175K -1,508 -8%
KSWA
198
Kathleen S. Wright Associates
Pennsylvania
$1.86M -$83.5K -718 -4%
DAS
199
Diversify Advisory Services
Utah
$1.85M +$390K +3,359 +28%
SF
200
Summit Financial
New Jersey
$1.85M +$50.1K +431 +3%

VSS Hedge Fund Activity: Q1 2025 in Review

618 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2025, worth a combined $4.41B — down 8.2% from $4.81B a quarter earlier.

Fund positioning in VSS was balanced in Q1 2025: 54 funds opened new positions, 54 closed out, 201 added to existing stakes and 222 trimmed.

The largest buyer was WIT LLC, opening a new position worth an estimated $56.3M. The largest seller was Morgan Stanley, cutting an estimated $151M.

  • 618 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2025, down from 633 in Q4 2024.
  • Funds reported $4.41B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 54 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2025 and 54 closed out, a net change of 0 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2025 was WIT LLC, an estimated $56.3M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.