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

176 hedge funds and large institutions have $903M invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+15
Holders Change %
+9.32%
% of All Funds
4.7%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.21%
New
43
Increased
70
Reduced
32
Closed
23
Calls
Puts
$496K
Net Calls
-$496K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
126
Modera Wealth Management
New Jersey
$293K
BAM
127
Barrett Asset Management
New York
$286K
Northern Trust
128
Northern Trust
Illinois
$275K +$275K +2,889 New
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$268K +$22.8K +240 +9%
RIA
130
Regal Investment Advisors
Michigan
$251K +$101K +1,056 +67%
KL
131
KWMG LLC
Kansas
$245K +$245K +2,544 New
WTC
132
WhitTier Trust Company
Nevada
$244K -$31.7K -332 -11%
YMRC
133
Yorktown Management & Research Company
Virginia
$239K
ATC
134
Argent Trust Co
Tennessee
$236K +$236K +2,472 New
DSC
135
Duncker Streett & Co
Missouri
$235K +$761 +8 +0.3%
AI
136
Accredited Investors
Minnesota
$232K +$232K +2,431 New
IFB
137
iAB Financial Bank
Indiana
$228K +$4.77K +50 +2%
SC
138
SouthState Corp
Florida
$226K
AFG
139
American Financial Group
Ohio
$224K +$224K +2,351 New
LIC
140
Lodestar Investment Counsel
Illinois
$219K
SFA
141
Sequoia Financial Advisors
Ohio
$209K +$209K +2,197 New
WCWM
142
Wooster Corthell Wealth Management
Connecticut
$207K
CCMH
143
Cornerstone Capital Management Holdings
New York
$204K +$3.05K +32 +2%
GT
144
Glenmede Trust
Pennsylvania
$190K +$190K +2,000 New
PSI
145
Pinnacle Summer Investments
Virginia
$156K
PG
146
Patten Group
Tennessee
$149K +$149K +1,560 New
DADC
147
D.A. Davidson & Co
Montana
$110K +$12.4K +131 +13%
CIM
148
Cambria Investment Management
California
$97K +$97K +1,020 New
WTB
149
Washington Trust Bank
Washington
$92K
US Bancorp
150
US Bancorp
Minnesota
$88K +$26.6K +279 +43%