Vanguard FTSE All-World ex-US ETF
331 hedge funds and large institutions have $4.54B invested in Vanguard FTSE All-World ex-US ETF in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 145 increasing their positions, 103 reducing their positions, and 24 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 103
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
15% more capital invested
Capital invested by funds: $3.93B → $4.54B (+$604M)
12% more call options, than puts
Call options by funds: $1.46M | Put options by funds: $1.31M
2% more funds holding
Funds holding: 325 → 331 (+6)
0.05% less ownership
Funds ownership: 43.75% → 43.71% (-0.05%)
4% less funds holding in top 10
Funds holding in top 10: 52 → 50 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$68.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$65.3M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$33.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.6M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$47.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$34.5M |
| 3 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$31.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.3M |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$20.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMA
351
Simply Money Advisors
Cincinnati,
Ohio
| – | -$61K | -1,379 | Closed |
|
|
TI
352
Turner Investments
Berwyn,
Pennsylvania
| – | -$40K | -900 | Closed |
|
|
ECAM
353
East Coast Asset Management
Essex,
Massachusetts
| – | -$14K | -310 | Closed |
|
|
RIA
354
Regal Investment Advisors
Kentwood,
Michigan
| – | -$8K | -190 | Closed |
|
|
WAM
355
Wood Asset Management
Sarasota,
Florida
| – | -$6K | -138 | Closed |
|
356
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -97 | Closed |
|
VEU Hedge Fund Activity: Q3 2013 in Review
331 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US ETF (VEU) for Q3 2013, worth a combined $4.54B — up 15% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new VEU positions and 24 closed out — a net gain of 8 holders — while 145 added to existing stakes and 103 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $68.3M. The largest seller was Madison Investment Holdings, cutting an estimated $47.6M.
- 331 institutional investors held Vanguard FTSE All-World ex-US ETF (VEU) as of Q3 2013, up from 325 in Q2 2013.
- Funds reported $4.54B of Vanguard FTSE All-World ex-US ETF stock for Q3 2013, up 15% quarter-over-quarter.
- 32 funds opened new Vanguard FTSE All-World ex-US ETF positions in Q3 2013 and 24 closed out, a net change of +8 holders.
- The largest Vanguard FTSE All-World ex-US ETF buyer in Q3 2013 was Forvis Mazars Wealth Advisors, an estimated $68.3M added.
- The largest Vanguard FTSE All-World ex-US ETF seller in Q3 2013 was Madison Investment Holdings, an estimated $47.6M sold.
Based on aggregated 13F filings for Q3 2013.