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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
NGA
101
Naples Global Advisors
Florida
$203K +$200K +1,975 New
PSI
102
Pinnacle Summer Investments
Virginia
$184K
Ameriprise
103
Ameriprise
Minnesota
$140K -$6.8K -67 -5%
EWM
104
Evercore Wealth Management
New York
$139K
TAIM
105
TD Ameritrade Investment Management
Nebraska
$134K -$3.04K -30 -2%
Brown Advisory
106
Brown Advisory
Maryland
$130K
US Bancorp
107
US Bancorp
Minnesota
$99K +$77.9K +768 +384%
LWCFA
108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K
DADC
109
D.A. Davidson & Co
Montana
$92K +$8.62K +85 +10%
MCM
110
Munder Capital Management
Michigan
$82K
Invesco
111
Invesco
Georgia
$80K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$56K +$51.1K +504 +1,172%
WT
113
Whittier Trust
California
$46K
HNB
114
Huntington National Bank
Ohio
$38K
Lazard Asset Management
115
Lazard Asset Management
New York
$32K +$32K +315 New
Canada Life
116
Canada Life
Manitoba, Canada
$28K +$26.9K +265 New
SSB
117
Sandy Spring Bank
Maryland
$23K
HPBT
118
High Point Bank & Trust
North Carolina
$21K
SIA
119
SeaBridge Investment Advisors
New Jersey
$19K
HCP
120
Holt Capital Partners
Texas
$17K +$16.3K +161 New
NES
121
New England Securities
New York
$16K -$13.2K -130 -46%
RIA
122
Regal Investment Advisors
Michigan
$15K -$17.8K -175 -55%
PFA
123
Paradigm Financial Advisors
Missouri
$12K +$12.1K +119 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.9K +107 New
WEC
125
Winslow Evans & Crocker
Massachusetts
$5K +$5.07K +50 New