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

236 hedge funds and large institutions have $1.73B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2017 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 50

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$340M)

4% more funds holding

Funds holding: 228236 (+8)

2.6% more ownership

Funds ownership: 43.77%46.37% (+2.6%)

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $791K

Holders
236
Holders Change
+8
Holders Change %
+3.51%
% of All Funds
5.88%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
26
Increased
107
Reduced
50
Closed
14
Calls
$13K
Puts
$791K
Net Calls
-$778K
Net Calls Change
-$778K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$20.1M -$243K -2,282 -1%
LNC
27
Lincoln National Corp
Pennsylvania
$19.1M -$3.04M -28,583 -14%
OMC
28
Old Mission Capital
Illinois
$18.5M +$17.5M +164,619 +2,420%
Wells Fargo
29
Wells Fargo
California
$16.8M +$2.53M +23,820 +18%
IA
30
IndexIQ Advisors
New York
$15.6M +$15.4M +144,462 New
AB
31
AT Bancorp
Iowa
$14M -$947K -8,903 -6%
FFW
32
Fusion Family Wealth
New York
$14M +$630K +5,921 +5%
BWA
33
BlueSky Wealth Advisors
North Carolina
$13.3M +$182K +1,709 +1%
AllianceBernstein
34
AllianceBernstein
Tennessee
$12.9M
BFG
35
Barber Financial Group
Kansas
$12.6M +$12.4M +116,507 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$11.4M +$770K +7,238 +7%
AA
37
Advisory Alpha
Michigan
$11.3M +$1.16M +10,864 +12%
PFA
38
Pure Financial Advisors
California
$11M +$56.1K +527 +0.5%
SP
39
Symmetry Partners
Connecticut
$9.88M +$527K +4,959 +6%
Franklin Resources
40
Franklin Resources
California
$9.32M -$3.21M -30,175 -26%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9.18M +$2.24M +21,076 +33%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.97M +$3.52M +33,073 +66%
MCIM
43
Meadow Creek Investment Management
Georgia
$8.66M
CAM
44
Congress Asset Management
Massachusetts
$8.49M +$642K +6,031 +8%
VFA
45
Voya Financial Advisors
Connecticut
$8.46M +$1.71M +16,060 +26%
Ameriprise
46
Ameriprise
Minnesota
$8.16M +$2.08M +19,567 +35%
EP
47
Elkfork Partners
Oregon
$7.13M
PC
48
Premise Capital
Illinois
$6.59M +$860K +8,086 +15%
CNBT
49
Canandaigua National Bank & Trust
New York
$6.38M +$6.28M +59,034 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$5.87M +$2.9M +27,285 +101%