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

110 hedge funds and large institutions have $526M invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $488M → $526M (+$38M)

6% more funds holding

Funds holding: 104110 (+6)

1.31% more ownership

Funds ownership: 36.72%38.03% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $744K

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
3.57%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
21
Increased
41
Reduced
24
Closed
13
Calls
Puts
$744K
Net Calls
-$744K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$65.6M +$3.99M +41,785 +7%
WCM
2
Windham Capital Management
Massachusetts
$48.4M -$12.7K -133 -0%
Bessemer Group
3
Bessemer Group
New Jersey
$39.7M
QI
4
QS Investors
New York
$39M +$10.8M +112,649 +40%
CB
5
Commerce Bank
Missouri
$36.2M +$1.57M +16,470 +5%
FMI
6
Factory Mutual Insurance
Massachusetts
$32.8M
Morgan Stanley
7
Morgan Stanley
New York
$25.5M -$629K -6,584 -2%
Bank of America
8
Bank of America
North Carolina
$17.2M +$303K +3,168 +2%
MWAM
9
Mariner Wealth Advisors (Madison)
Kansas
$17.1M -$206K -2,157 -1%
CIA
10
Choate Investment Advisors
Massachusetts
$16.9M -$8.7M -91,106 -35%
AssetMark Inc
11
AssetMark Inc
California
$14.3M +$13.7M +143,640 New
BPB
12
Badgley, Phelps & Bell
Washington
$13.8M +$635K +6,646 +5%
WF
13
WealthTrust Fairport
Ohio
$13.7M +$529K +5,542 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.3M +$2.19M +22,924 +21%
TCM
15
TD Capital Management
Tennessee
$11M +$223K +2,330 +2%
MWP
16
Moller Wealth Partners
$9.28M +$7.6M +79,610 +579%
U
17
UBS
Switzerland
$9.26M +$2.49M +26,105 +39%
Wells Fargo
18
Wells Fargo
California
$8.48M +$571K +5,976 +8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.22M -$140K -1,464 -2%
Nomura Asset Management
20
Nomura Asset Management
Japan
$5.99M +$876K +9,170 +18%
PFA
21
Pure Financial Advisors
California
$5.44M -$171K -1,788 -3%
TAT
22
TD Ameritrade Trust
Colorado
$5.23M -$37.3K -391 -0.7%
BSW
23
Buckingham Strategic Wealth
Missouri
$5.03M
FLPIM
24
F.L. Putnam Investment Management
Massachusetts
$3.85M +$675K +7,070 +22%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.82M -$164K -1,715 -4%

VSS Hedge Fund Activity: Q3 2013 in Review

110 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q3 2013, worth a combined $526M — up 7.8% from $488M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VSS positions and 13 closed out — a net gain of 8 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $70.5M. The largest seller was Haverford Trust Company, exiting entirely with an estimated $25.4M sold.

  • 110 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q3 2013, up from 104 in Q2 2013.
  • Funds reported $526M of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q3 2013, up 7.8% quarter-over-quarter.
  • 21 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q3 2013 and 13 closed out, a net change of +8 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q3 2013 was Manulife (Manufacturers Life Insurance), an estimated $70.5M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q3 2013 was Haverford Trust Company, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2013.