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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
CCM
76
Carlson Capital Management
Minnesota
$525K +$49.4K +487 +11%
B
77
Baird
Wisconsin
$522K +$515K +5,074 New
CTC
78
Central Trust Company
Missouri
$469K +$48.2K +475 +12%
WA
79
WBH Advisory
Maryland
$465K
LPT
80
Legacy Private Trust
Wisconsin
$398K +$392K +3,865 New
NCMW
81
Northern Capital Management (Wisconsin)
Wisconsin
$353K
LC
82
Lourd Capital
California
$347K
MIH
83
Madison Investment Holdings
Wisconsin
$333K +$31.1K +307 +10%
WCM
84
Weik Capital Management
Pennsylvania
$319K
AIG
85
American International Group
New York
$294K +$12.8K +126 +5%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$291K +$287K +2,826 New
BAAM
87
Baker Avenue Asset Management
California
$290K -$12.2K -120 -4%
MWM
88
Modera Wealth Management
New Jersey
$287K
LCM
89
Liberty Capital Management
Michigan
$278K +$20.3K +200 +8%
V
90
Veritable
Delaware
$263K +$259K +2,552 New
JP Morgan Chase
91
JP Morgan Chase
New York
$260K +$50.7K +500 +25%
IFB
92
iAB Financial Bank
Indiana
$257K
SC
93
SouthState Corp
Florida
$247K -$94.2K -929 -28%
Creative Planning
94
Creative Planning
Kansas
$235K +$100K +990 +77%
CS
95
Credit Suisse
Switzerland
$234K
ECAM
96
East Coast Asset Management
Massachusetts
$232K +$228K +2,252 New
WCWM
97
Wooster Corthell Wealth Management
Connecticut
$223K
SC
98
Scotia Capital
Ontario, Canada
$221K
YMRC
99
Yorktown Management & Research Company
Virginia
$206K +$203K +2,000 New
BSB
100
Bangor Savings Bank
Maine
$206K +$203K +2,005 New