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

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
201
Camelot Portfolios
Ohio
$1.47M -$201K -2,000 -12%
VCM
202
Viewpoint Capital Management
Washington
$1.45M -$8.85K -88 -0.6%
PPP
203
Private Portfolio Partners
New Jersey
$1.45M -$10.8K -107 -0.8%
SA
204
Sunesis Advisors
Kansas
$1.45M
BIA
205
Bell Investment Advisors
California
$1.44M +$650K +6,466 +85%
SAM
206
Stone Asset Management
Texas
$1.42M -$142K -1,410 -9%
SPP
207
Single Point Partners
Massachusetts
$1.41M +$8.75K +87 +0.6%
PFA
208
Pure Financial Advisors
California
$1.38M +$11.1K +110 +0.8%
PAS
209
Park Avenue Securities
New York
$1.38M +$231K +2,302 +21%
PCMC
210
Paragon Capital Management (Colorado)
Colorado
$1.37M +$881K +8,758 +190%
HHGA
211
Halbert Hargrove Global Advisors
California
$1.37M -$101K -1,003 -7%
Citigroup
212
Citigroup
New York
$1.34M -$50K -497 -4%
IB
213
Intrust Bank
Kansas
$1.33M +$50.2K +499 +4%
CA
214
Clearstead Advisors
Ohio
$1.33M +$1.29M +12,812 +8,319%
Northern Trust
215
Northern Trust
Illinois
$1.29M -$231K -2,295 -15%
SL
216
Systelligence LLC
Minnesota
$1.25M -$145K -1,440 -11%
AWM
217
AllSquare Wealth Management
New York
$1.24M -$5.43K -54 -0.4%
ZF
218
Zhang Financial
Michigan
$1.22M +$403K +4,012 +51%
AA
219
Aire Advisors
California
$1.22M +$355K +3,527 +42%
CWA
220
Cornerstone Wealth Advisors
Minnesota
$1.22M -$232K -2,312 -16%
SIA
221
Strategic Investment Advisors
Michigan
$1.21M -$23.5K -234 -2%
NOI
222
Newton One Investments
Delaware
$1.17M +$54K +537 +5%
MFG
223
Merit Financial Group
Georgia
$1.17M +$161K +1,602 +16%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$1.17M +$236K +2,344 +26%
DAS
225
Dynamic Advisor Solutions
Arizona
$1.16M +$71.4K +710 +7%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.