We are live on ! Find out more
VSS icon

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
CCA
51
Checchi Capital Advisers
California
$1.43M +$1.41M +13,923 New
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.43M -$19.6K -193 -1%
CCM
53
Condor Capital Management
New Jersey
$1.4M -$4.26K -42 -0.3%
LIM
54
Leavell Investment Management
Alabama
$1.33M -$61.9K -610 -4%
CIS
55
Connors Investor Services
Pennsylvania
$1.3M +$22.8K +225 +2%
FMWA
56
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$1.93K +19 +0.2%
CWA
57
Constellation Wealth Advisors
New York
$1.24M +$941K +9,276 +330%
Goldman Sachs
58
Goldman Sachs
New York
$1.12M +$885K +8,729 +399%
RH
59
Rayner & Haynor
California
$1.05M +$1.04M +10,220 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$1.03M +$786K +7,748 +338%
1IC
61
1919 Investment Counsel
Maryland
$979K +$15.2K +150 +2%
VC
62
Vicus Capital
Pennsylvania
$959K +$945K +9,315 New
BJL
63
Brighton Jones LLC
Washington
$934K +$921K +9,077 New
TWA
64
TCI Wealth Advisors
Arizona
$893K -$15.2K -150 -2%
CP
65
Camelot Portfolios
Ohio
$888K +$105K +1,035 +14%
EWA
66
Exencial Wealth Advisors
Oklahoma
$796K -$14.5K -143 -2%
RC
67
RegentAtlantic Capital
New Jersey
$772K +$761K +7,502 New
WA
68
Waverly Advisors
Alabama
$704K +$228K +2,250 +49%
RT
69
Reliance Trust
Georgia
$666K
DMC
70
Drexel Morgan & Co
Pennsylvania
$649K
BBA
71
BLB&B Advisors
Pennsylvania
$612K -$10.1K -100 -2%
ST
72
Stifel Trust
Missouri
$598K
DY
73
Dowling & Yahnke
California
$594K -$17.8K -175 -3%
MWM
74
Merriman Wealth Management
Washington
$558K +$66.1K +652 +14%
SWM
75
SVA Wealth Management
Wisconsin
$545K +$537K +5,293 New