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

129 hedge funds and large institutions have $717M invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

165% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 20

36% more capital invested

Capital invested by funds: $526M → $717M (+$191M)

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more funds holding

Funds holding: 110129 (+19)

4.2% more ownership

Funds ownership: 38.03%42.24% (+4.2%)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
3.74%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
29
Increased
53
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
26
Personal Capital Advisors
California
$6.61M +$6.51M +64,198 New
Nomura Asset Management
27
Nomura Asset Management
Japan
$6.21M
TAT
28
TD Ameritrade Trust
Colorado
$5.62M +$233K +2,300 +4%
PFA
29
Pure Financial Advisors
California
$5.49M -$144K -1,417 -3%
BSW
30
Buckingham Strategic Wealth
Missouri
$5.25M +$36.7K +362 +0.7%
AC
31
Alexandria Capital
Virginia
$4.81M +$1.12M +11,053 +31%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$4.58M +$4.52M +44,519 New
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$4.53M +$529K +5,215 +13%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$4.31M +$344K +3,391 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$3.97M +$3.61M +35,560 +1,170%
LPL Financial
36
LPL Financial
California
$3.8M +$604K +5,959 +19%
NPC
37
National Planning Corporation
California
$2.83M +$227K +2,242 +9%
BFPW
38
BOK Financial Private Wealth
Colorado
$2.71M -$2.03K -20 -0.1%
CAW
39
Cornerstone Advisors (Washington)
Washington
$2.57M +$1.22M +12,072 +94%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2.51M +$55.1K +543 +2%
SC
41
Savant Capital
Illinois
$2.49M +$503K +4,963 +26%
MA
42
MUFG Americas
New York
$2.31M -$146K -1,435 -6%
TCM
43
Tufton Capital Management
Maryland
$2.15M +$40K +394 +2%
TIM
44
Tortoise Investment Management
New York
$1.92M
IH
45
IFC Holdings
Florida
$1.81M +$192K +1,890 +12%
CCM
46
Covington Capital Management
California
$1.71M +$32.5K +320 +2%
Citigroup
47
Citigroup
New York
$1.57M
GG
48
Gofen & Glossberg
Illinois
$1.54M +$2.33K +23 +0.2%
SI
49
SII Investments
Wisconsin
$1.54M +$163K +1,602 +12%
FPTW
50
Franklin, Parlapiano, Turner & Welch
Texas
$1.47M -$890K -8,769 -38%