We are live on ! Find out more
VSS icon

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

525 hedge funds and large institutions have $6.35B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 210 increasing their positions, 138 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 138

1.5% more ownership

Funds ownership: 67%68.5% (+1.5%)

6% more call options, than puts

Call options by funds: $706K | Put options by funds: $669K

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

3% less capital invested

Capital invested by funds: $6.55B → $6.35B (-$202M)

1% less funds holding

Funds holding: 532525 (-7)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
525
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
8.28%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
58
Increased
210
Reduced
138
Closed
57
Calls
$706K
Puts
$669K
Net Calls
+$37K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.24B -$141M -1,126,408 -6%
PCA
2
Personal Capital Advisors
California
$389M +$22M +175,479 +6%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$292M +$58.5M +466,109 +25%
MIAS
4
Mason Investment Advisory Services
Virginia
$204M +$1.52M +12,112 +0.7%
CSIA
5
Charles Schwab Investment Advisory
California
$178M +$48.8M +388,810 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$159M +$7.59M +60,500 +5%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$122M +$125M +997,560 New
TAIM
8
TD Ameritrade Investment Management
Nebraska
$121M -$353K -2,814 -0.3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$109M +$53.4M +425,441 +93%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$98.8M -$17.7M -140,926 -15%
Morgan Stanley
11
Morgan Stanley
New York
$97.3M +$4.94M +39,335 +5%
AssetMark Inc
12
AssetMark Inc
California
$95.1M -$1.95M -15,572 -2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94M +$4.75M +37,831 +5%
Bessemer Group
14
Bessemer Group
New Jersey
$93.3M -$8.13M -64,816 -8%
Jane Street
15
Jane Street
New York
$81.1M +$82.2M +654,801 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$74.6M +$11.6M +92,811 +18%
UBS Group
17
UBS Group
Switzerland
$66.7M -$4.04M -32,220 -6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$65.6M -$137K -1,094 -0.2%
State Street
19
State Street
Massachusetts
$62.2M +$2.63M +20,998 +4%
Bank of America
20
Bank of America
North Carolina
$55.7M -$10.8M -85,778 -16%
HTC
21
Haverford Trust Company
Pennsylvania
$54.2M +$446K +3,558 +0.8%
Stifel Financial
22
Stifel Financial
Missouri
$45.3M +$358K +2,850 +0.8%
RWP
23
RWA Wealth Partners
Massachusetts
$42.5M +$34.4M +274,334 +400%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$38.6M +$5.44M +43,338 +16%
BlackRock
25
BlackRock
New York
$35.5M +$29.1M +231,982 +423%

VSS Hedge Fund Activity: Q1 2022 in Review

525 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q1 2022, worth a combined $6.35B — down 3.1% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VSS positions and 57 closed out — a net gain of 1 holder — while 210 added to existing stakes and 138 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $125M. The largest seller was Jones Financial Companies, cutting an estimated $141M.

  • 525 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q1 2022, down from 532 in Q4 2021.
  • Funds reported $6.35B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 58 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q1 2022 and 57 closed out, a net change of +1 holder.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q1 2022 was 1832 Asset Management, an estimated $125M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q1 2022 was Jones Financial Companies, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2022.