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

356 hedge funds and large institutions have $3.09B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 148 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 104

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

6% more capital invested

Capital invested by funds: $2.93B → $3.09B (+$164M)

2.1% more ownership

Funds ownership: 54.59%56.69% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1% less funds holding

Funds holding: 359356 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
356
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
7.73%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
35
Increased
148
Reduced
104
Closed
31
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$595M +$25.2M +241,322 +4%
PCA
2
Personal Capital Advisors
California
$182M +$16.2M +154,895 +10%
MIAS
3
Mason Investment Advisory Services
Virginia
$155M +$8.17M +78,329 +6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$115M +$616K +5,902 +0.5%
MFM
5
MD Financial Management
Ontario, Canada
$102M +$69.5K +666 +0.1%
CSIA
6
Charles Schwab Investment Advisory
California
$91.4M -$3.55M -34,031 -4%
Bessemer Group
7
Bessemer Group
New Jersey
$86.5M +$517K +4,954 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$86.1M +$825K +7,910 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$84.7M +$502K +4,815 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$77.7M -$89.3K -856 -0.1%
AssetMark Inc
11
AssetMark Inc
California
$73.4M +$1.35M +12,927 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$73.1M +$34.1M +326,738 +89%
IA
13
IndexIQ Advisors
New York
$68.7M +$42.9M +411,472 +171%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$68.2M +$9.8M +93,941 +17%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.5M +$4.1M +39,325 +7%
UBS Group
16
UBS Group
Switzerland
$50.1M -$1.29M -12,345 -3%
Bank of America
17
Bank of America
North Carolina
$48.1M +$855K +8,195 +2%
HTC
18
Haverford Trust Company
Pennsylvania
$44.3M +$1.37M +13,173 +3%
FMI
19
Factory Mutual Insurance
Massachusetts
$39.6M
CB
20
Commerce Bank
Missouri
$37M -$471K -4,515 -1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$36.3M -$630K -6,042 -2%
Wells Fargo
22
Wells Fargo
California
$31.5M +$1.74M +16,692 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$28.8M +$22.4M +214,548 +364%
CPO
24
Cerity Partners OCIO
New York
$26.2M +$13K +125 +0.1%
Vanguard Group
25
Vanguard Group
Pennsylvania
$24.4M +$15.7K +150 +0.1%

VSS Hedge Fund Activity: Q2 2019 in Review

356 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q2 2019, worth a combined $3.09B — up 5.6% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VSS positions and 31 closed out — a net gain of 4 holders — while 148 added to existing stakes and 104 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $42.9M. The largest seller was Royal Bank of Canada, cutting an estimated $19.1M.

  • 356 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q2 2019, down from 359 in Q1 2019.
  • Funds reported $3.09B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 35 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q2 2019 and 31 closed out, a net change of +4 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q2 2019 was IndexIQ Advisors, an estimated $42.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q2 2019 was Royal Bank of Canada, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2019.