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

142 hedge funds and large institutions have $719M invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+13
Holders Change %
+10.08%
% of All Funds
4.1%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
23
Increased
59
Reduced
30
Closed
10
Calls
$235K
Puts
Net Calls
+$235K
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
76
Stifel Trust
Missouri
$620K
DY
77
Dowling & Yahnke
California
$617K
TYCC
78
Texas Yale Capital Corp
Florida
$574K +$574K +5,370 New
SWM
79
SVA Wealth Management
Wisconsin
$573K +$6.95K +65 +1%
NCMW
80
Northern Capital Management (Wisconsin)
Wisconsin
$549K +$183K +1,710 +50%
CTC
81
Central Trust Company
Missouri
$512K +$24.6K +230 +5%
CM
82
CS McKee
Pennsylvania
$502K +$502K +4,700 New
WA
83
WBH Advisory
Maryland
$487K +$4.27K +40 +0.9%
CCM
84
Carlson Capital Management
Minnesota
$442K -$102K -956 -19%
ABC
85
Associated Banc-Corp
Wisconsin
$427K +$427K +4,000 New
WT
86
Whittier Trust
California
$405K +$357K +3,340 +742%
MIH
87
Madison Investment Holdings
Wisconsin
$387K +$41.9K +393 +12%
LC
88
Lourd Capital
California
$361K
WCM
89
Weik Capital Management
Pennsylvania
$331K
Creative Planning
90
Creative Planning
Kansas
$310K +$66.1K +619 +27%
MWM
91
Modera Wealth Management
New Jersey
$298K
AIG
92
American International Group
New York
$298K -$7.16K -67 -2%
LCM
93
Liberty Capital Management
Michigan
$293K +$4.28K +40 +1%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$290K +$19.2K +179 +7%
ECAM
95
East Coast Asset Management
Massachusetts
$286K +$45.5K +426 +19%
ASN
96
Advisory Services Network
Georgia
$279K +$279K +2,610 New
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$275K +$275K +2,575 New
V
98
Veritable
Delaware
$273K
WTC
99
WhitTier Trust Company
Nevada
$260K +$260K +2,430 New
SC
100
SouthState Corp
Florida
$256K