Vanguard FTSE All-World ex-US Small-Cap Index Fund
340 hedge funds and large institutions have $2.83B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 85 reducing their positions, and 46 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 85
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
6% more funds holding
Funds holding: 321 → 340 (+19)
4.25% more ownership
Funds ownership: 52.3% → 56.55% (+4.2%)
7% more call options, than puts
Call options by funds: $577K | Put options by funds: $539K
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
2% less capital invested
Capital invested by funds: $2.9B → $2.83B (-$64.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$202M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$64.7M |
| 3 |
Morgan Stanley
New York
|
+$37.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$24.1M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$45M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$41M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$33.1M |
| 4 |
Jane Street
New York
|
-$25.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.5M |
VSS Hedge Fund Activity: Q4 2018 in Review
340 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2018, worth a combined $2.83B — down 2.2% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new VSS positions and 46 closed out — a net gain of 22 holders — while 129 added to existing stakes and 85 trimmed.
The largest buyer was Bessemer Group, adding an estimated $202M. The largest seller was Cornerstone Wealth Management, cutting an estimated $45M.
- 340 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2018, up from 321 in Q3 2018.
- Funds reported $2.83B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2018, down 2.2% quarter-over-quarter.
- 68 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2018 and 46 closed out, a net change of +22 holders.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2018 was Bessemer Group, an estimated $202M added.
- The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2018 was Cornerstone Wealth Management, an estimated $45M sold.
Based on aggregated 13F filings for Q4 2018.