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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 %
FA
126
Financial Advantage
Maryland
$34K +$34K +320 New
Canada Life
127
Canada Life
Manitoba, Canada
$28K
HPBT
128
High Point Bank & Trust
North Carolina
$21K
SIA
129
SeaBridge Investment Advisors
New Jersey
$19K
HCP
130
Holt Capital Partners
Texas
$17K
NES
131
New England Securities
New York
$16K
KCPG
132
Kavar Capital Partners Group
Kansas
$16K +$16K +151 New
PFA
133
Paradigm Financial Advisors
Missouri
$13K
ACS
134
Archford Capital Strategies
Illinois
$11.2K +$11.2K +105 New
WEC
135
Winslow Evans & Crocker
Massachusetts
$8.55K +$3.21K +30 +60%
WAS
136
Winch Advisory Services
Wisconsin
$8K +$8K +74 New
IFA
137
Interactive Financial Advisors
Illinois
$6K +$1.85K +16 +44%
BJ
138
Brouwer & Janachowski
California
$5K +$5K +50 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$4K -$56.8K -511 -93%
WA
140
WFG Advisors
Texas
$3K
CFA
141
Carroll Financial Associates
North Carolina
$2K +$2K +20 New
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49 -$29 -273 -37%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
-$9.31M -157,548 Closed
Bessemer Group
144
Bessemer Group
New Jersey
-$15.5M -151,000 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
-$4.58M -44,519 Closed
MWM
146
Merriman Wealth Management
Washington
-$558K -5,423 Closed
BAAM
147
Baker Avenue Asset Management
California
-$290K -2,815 Closed
Invesco
148
Invesco
Georgia
-$80K -774 Closed
Lazard Asset Management
149
Lazard Asset Management
New York
-$32K -315 Closed
SSB
150
Sandy Spring Bank
Maryland
-$23K -223 Closed