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Bridgewater Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bridgewater Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$271K Hold
2,125
– – 0.23% 73
2014
Q1 		$264K Hold
2,125
– – 0.27% 67
2013
Q4 		$260K Buy
+2,125
New +$251K 0.27% 65

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bridgewater Advisors's VBK Position: Q2 2014 in Review

Bridgewater Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2014 at 2,125 shares worth $271K. The position accounts for 0.23% of the portfolio, ranked #73.

Bridgewater Advisors first reported a position in VBK in Q4 2013 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold VBK as of Q2 2014.

  • Bridgewater Advisors held 2,125 shares of Vanguard Small-Cap Growth ETF worth $271K as of Q2 2014.
  • Bridgewater Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2014.
  • Vanguard Small-Cap Growth ETF made up 0.23% of Bridgewater Advisors's portfolio in Q2 2014, its #73 holding.
  • Bridgewater Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.