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Bridgewater Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Bridgewater Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$274K Hold
2,600
– – 0.23% 71
2014
Q1 		$262K Hold
2,600
– – 0.26% 69
2013
Q4 		$253K Buy
+2,600
New +$245K 0.26% 66

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

Bridgewater Advisors's VBR Position: Q2 2014 in Review

Bridgewater Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2014 at 2,600 shares worth $274K. The position accounts for 0.23% of the portfolio, ranked #71.

Bridgewater Advisors first reported a position in VBR in Q4 2013 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold VBR as of Q2 2014.

  • Bridgewater Advisors held 2,600 shares of Vanguard Morningstar Small-Cap Value ETF worth $274K as of Q2 2014.
  • Bridgewater Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2014.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Bridgewater Advisors's portfolio in Q2 2014, its #71 holding.
  • Bridgewater Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2013 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2014.

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