VSS icon

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

Overview Fund Activity

388 hedge funds and large institutions have $3.19B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+38
Holders Change %
+10.86%
% of All Funds
7.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.36%
New
70
Increased
137
Reduced
124
Closed
23
Calls
$1K
Puts
$8K
Net Calls
-$7K
Net Calls Change
-$4K

Top Buyers

1
MFM
MD Financial Management
Ontario, Canada
+$32.4M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$29.4M
3
PCA
Personal Capital Advisors
California
+$15M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$6.81M
5
FSC
Full Sail Capital
Oklahoma
+$6.43M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$23.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$16.5M
3
WCM
Windham Capital Management
Massachusetts
-$12.2M
4
Franklin Resources
Franklin Resources
California
-$11M
5
FTUS
Flow Traders U.S.
New York
-$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$610K +$76.6K +687 +14%
MFT
202
Moisand Fitzgerald Tamayo
Florida
$608K -$3.67K -33 -0.6%
CAG
203
Csenge Advisory Group
Florida
$602K -$161K -1,446 -21%
CL
204
Choreo LLC
Illinois
$597K – – –
BEAM
205
Baker Ellis Asset Management
Washington
$595K -$27.8K -250 -4%
CFFP
206
Center for Financial Planning
Michigan
$593K +$593K +5,337 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$585K +$407K +3,627 +229%
IB
208
Intrust Bank
Kansas
$576K +$140K +1,258 +32%
ZF
209
Zhang Financial
Michigan
$570K +$570K +5,112 New
Citadel Advisors
210
Citadel Advisors
Florida
$564K -$16.5M -148,395 -97%
PA
211
Pinnacle Associates
New York
$557K -$3.11K -28 -0.6%
EH
212
Equitable Holdings
New York
$535K +$535K +4,818 New
MAFM
213
Mid Atlantic Financial Management
Pennsylvania
$528K +$26.9K +242 +5%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$525K -$4.67K -42 -0.9%
RWA
215
Ropes Wealth Advisors
Massachusetts
$524K -$111 -1 -0%
Betterment LLC
216
Betterment LLC
New York
$514K -$138K -1,241 -21%
SEI Investments
217
SEI Investments
Pennsylvania
$513K -$56.8K -512 -10%
CCM
218
Covington Capital Management
California
$511K +$48.5K +437 +10%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$500K – – –
RTC
220
Riverview Trust Company
Washington
$500K – – –
HWA
221
Heartwood Wealth Advisors
Virginia
$500K +$500K +4,497 New
FCIM
222
Fairview Capital Investment Management
California
$499K – – –
RFC
223
Regions Financial Corp
Alabama
$497K -$21.7K -195 -4%
VCM
224
Vivaldi Capital Management
Illinois
$480K -$8.01K -72 -2%
UB
225
UMB Bank
Missouri
$477K – – –
7 8
9
10 11