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

633 hedge funds and large institutions have $4.81B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 238 increasing their positions, 197 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 53

21% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 197

4% more funds holding

Funds holding: 609633 (+24)

3.44% less ownership

Funds ownership: 60.47%57.03% (-3.4%)

12% less capital invested

Capital invested by funds: $5.48B → $4.81B (-$667M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
633
Holders Change
+24
Holders Change %
+3.94%
% of All Funds
8.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
88
Increased
238
Reduced
197
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$522M +$27.3M +226,943 +5%
Bessemer Group
2
Bessemer Group
New Jersey
$322M +$60.2M +500,688 +22%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$303M +$17.5M +145,261 +6%
Morgan Stanley
4
Morgan Stanley
New York
$241M -$137M -1,140,687 -35%
MIAS
5
Mason Investment Advisory Services
Virginia
$221M +$8.74M +72,746 +4%
Charles Schwab
6
Charles Schwab
California
$179M -$1.43M -11,922 -0.8%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$134M +$28.3M +235,760 +25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$114M +$2.12M +17,612 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$112M +$19.3M +160,455 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$96.8M -$21.8M -181,627 -18%
AssetMark Inc
11
AssetMark Inc
California
$95M +$5.02M +41,777 +5%
CCMG
12
Clark Capital Management Group
Pennsylvania
$90.6M -$13.1M -108,922 -12%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$83.2M -$53.6M -446,300 -38%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$70.6M +$7.44M +61,897 +11%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$66.3M +$64.4M +536,005 +1,255%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$64.5M +$6.58M +54,728 +11%
UBS Group
17
UBS Group
Switzerland
$60.5M -$818K -6,812 -1%
WA
18
Waddell & Associates
Tennessee
$58.1M +$2.28M +19,001 +4%
Creative Planning
19
Creative Planning
Kansas
$57.7M +$11.3M +93,659 +23%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$44.3M -$458K -3,815 -1%
AA
21
Advisory Alpha
Michigan
$42.7M -$573K -4,771 -1%
Wells Fargo
22
Wells Fargo
California
$41.7M +$1.26M +10,459 +3%
EA
23
Efficient Advisors
Ohio
$41.4M +$2.7M +22,501 +7%
LPL Financial
24
LPL Financial
California
$41.4M +$15.5M +129,378 +56%
FFW
25
Fusion Family Wealth
New York
$39.8M +$1.18M +9,801 +3%

VSS Hedge Fund Activity: Q4 2024 in Review

633 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2024, worth a combined $4.81B — down 12% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new VSS positions and 53 closed out — a net gain of 35 holders — while 238 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.4M. The largest seller was Morgan Stanley, cutting an estimated $137M.

  • 633 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2024, up from 609 in Q3 2024.
  • Funds reported $4.81B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 88 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2024 and 53 closed out, a net change of +35 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2024 was Fidelity Investments, an estimated $64.4M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2024 was Morgan Stanley, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.