VSS icon

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 %
NOI
201
Newton One Investments
Delaware
$1.57M +$225K +2,041 +17%
PPP
202
Private Portfolio Partners
New Jersey
$1.57M -$2.43K -22 -0.2%
CCM
203
Carlson Capital Management
Minnesota
$1.55M -$20.8K -188 -1%
AFA
204
Alpha Financial Advisors
North Carolina
$1.53M -$67.2K -608 -4%
TCWM
205
Total Clarity Wealth Management
Illinois
$1.53M +$1.53M +13,834 New
Truist Financial
206
Truist Financial
North Carolina
$1.52M -$1.38M -12,494 -48%
PCMC
207
Paragon Capital Management (Colorado)
Colorado
$1.51M +$5.52K +50 +0.4%
CWA
208
Cornerstone Wealth Advisors
Minnesota
$1.49M +$148K +1,340 +11%
EBA
209
Eagle Bay Advisors
New York
$1.47M +$621K +5,625 +74%
TAIM
210
TD Ameritrade Investment Management
Nebraska
$1.46M -$70.6M -638,662 -98%
VW
211
Vance Wealth
California
$1.45M -$112K -1,018 -7%
PFA
212
Pure Financial Advisors
California
$1.44M -$15.6K -141 -1%
ZF
213
Zhang Financial
Michigan
$1.44M +$443 +4 +0%
SRC
214
Shufro Rose & Co
New York
$1.43M +$258K +2,333 +22%
MAM
215
McLean Asset Management
Virginia
$1.43M -$53.5K -484 -4%
CAM
216
Cresset Asset Management
Illinois
$1.43M +$1.06M +9,550 +281%
Northern Trust
217
Northern Trust
Illinois
$1.43M +$36K +326 +3%
NA
218
NewEdge Advisors
Louisiana
$1.36M +$15.2K +138 +1%
AWE
219
Avidian Wealth Enterprises
Texas
$1.35M +$335K +3,032 +33%
TA
220
Tectonic Advisors
Texas
$1.35M +$102K +927 +8%
AWM
221
AllSquare Wealth Management
New York
$1.34M -$18.9K -175 -1%
IWC
222
Integrated Wealth Concepts
Massachusetts
$1.32M +$19.1K +173 +1%
LSAG
223
Lake Street Advisors Group
New Hampshire
$1.29M +$2.98K +27 +0.2%
M&T Bank
224
M&T Bank
New York
$1.29M -$507K -4,589 -28%
HHGA
225
Halbert Hargrove Global Advisors
California
$1.28M +$4.2K +38 +0.3%
7 8
9
10 11