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

Overview Fund Activity

445 hedge funds and large institutions have $5.76B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+30
Holders Change %
+7.23%
% of All Funds
7.84%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
58
Increased
172
Reduced
120
Closed
27
Calls
$14.5M
Puts
$7K
Net Calls
+$14.5M
Net Calls Change
+$561K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.36B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$154M
4
WA
Waddell & Associates
Tennessee
$24.2M
5
IA
IndexIQ Advisors
New York
$22.9M

Top Sellers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$0
2
MFM
MD Financial Management
Ontario, Canada
$87.2M
3
SRA
Summit Rock Advisors
New York
$43.5M
4
FWCM
Ferguson Wellman Capital Management
Oregon
$0
5
SL
Systelligence LLC
Minnesota
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
201
N.E.W. Advisory Services
Wisconsin
$1.01M +$302K +2,308 +43%
KCM
202
Karp Capital Management
California
$1.01M +$1.01M +7,827 New
TWA
203
TCI Wealth Advisors
Arizona
$977K +$73.3K +571 +8%
PWM
204
PBMares Wealth Management
Virginia
$952K – – –
MA
205
Mutual Advisors
Nebraska
$930K +$930K +7,244 New
MAS
206
Managed Account Services
Florida
$908K -$116K -905 -11%
PFO
207
Pathstone Family Office
New Jersey
$890K +$56.7K +442 +7%
AWM
208
AllSquare Wealth Management
New York
$885K +$25.3K +197 +3%
TAM
209
Tocqueville Asset Management
New York
$878K +$31.2K +243 +4%
SWA
210
Stratos Wealth Advisors
Ohio
$869K -$304K -2,368 -26%
WT
211
Whittier Trust
California
$859K +$159K +1,239 +23%
ASN
212
Advisory Services Network
Georgia
$856K +$30.3K +236 +4%
CAL
213
Capital Analysts LLC
Pennsylvania
$852K +$851K +6,630 +66,300%
CFFP
214
Center for Financial Planning
Michigan
$851K -$38.7K -301 -4%
ZF
215
Zhang Financial
Michigan
$847K – – –
IWC
216
Integrated Wealth Concepts
Massachusetts
$837K +$592K +4,607 +241%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$832K -$27.8K -217 -3%
SIA
218
Strategic Investment Advisors
Michigan
$829K +$71.3K +555 +9%
AF
219
Advisornet Financial
Minnesota
$803K +$71.8K +559 +10%
DWT
220
Dorsey & Whitney Trust
South Dakota
$801K – – –
WPWM
221
Windward Private Wealth Management
Kansas
$799K -$20.8K -162 -3%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$799K -$11.6K -90 -1%
ECM
223
Evergreen Capital Management
Washington
$794K +$642 +5 +0.1%
PA
224
Parallel Advisors
California
$777K +$57.2K +445 +8%
MA
225
MUFG Americas
New York
$761K – – –
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9
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