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Vanguard Small-Cap ETF
VB

298 hedge funds and large institutions have $2.61B invested in Vanguard Small-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 298 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $956K

40.7% more ownership

Funds ownership: 0% → 40.7% (+41%)

Holders
298
Holders Change
+298
Holders Change %
–
% of All Funds
9.73%
Holding in Top 10
29
Holding in Top 10 Change
+29
Holding in Top 10 Change %
% of All Funds
0.95%
New
298
Increased
–
Reduced
–
Closed
–
Calls
$1.9M
Puts
$956K
Net Calls
+$947K
Net Calls Change
+$947K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$315M +$311M +3,366,249 New
Wells Fargo
2
Wells Fargo
California
$223M +$220M +2,380,846 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M +$176M +1,906,601 New
Morgan Stanley
4
Morgan Stanley
New York
$162M +$160M +1,731,179 New
U
5
UBS
Switzerland
$109M +$108M +1,165,303 New
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$93.5M +$92.3M +997,795 New
Creative Planning
7
Creative Planning
Kansas
$93M +$91.8M +992,933 New
TCT
8
TIAA CREF Trust
Missouri
$88.6M +$87.4M +944,999 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$81.1M +$80M +865,083 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$74.7M +$73.7M +796,661 New
CNB
11
City National Bank
California
$54.7M +$54M +583,824 New
LPL Financial
12
LPL Financial
California
$52.5M +$51.9M +560,752 New
Bessemer Group
13
Bessemer Group
New Jersey
$37.5M +$37M +400,083 New
WCM
14
Windham Capital Management
Massachusetts
$36.7M +$36.2M +391,731 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$36.4M +$36M +388,703 New
VCP
16
Vista Capital Partners
Oregon
$36.2M +$35.7M +386,254 New
AUIM
17
Aegon USA Investment Management
Iowa
$35.9M +$35.4M +383,103 New
Goldman Sachs
18
Goldman Sachs
New York
$34.1M +$33.7M +364,043 New
AA
19
ALPS Advisors
Colorado
$33.6M +$33.2M +358,717 New
QI
20
QS Investors
New York
$28M +$26.2M +282,969 New
KIM
21
Karpus Investment Management
New York
$27.9M +$27.5M +297,449 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$26.6M +$26.3M +283,798 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$23M +$22.7M +245,919 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$21M +$20.7M +224,089 New
IAS
25
INR Advisory Services
Pennsylvania
$18.7M +$18.4M +199,189 New
1
2 3 4 5

VB Hedge Fund Activity: Q2 2013 in Review

298 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2013, worth a combined $2.61B.

Buyers outnumbered sellers: 298 funds opened new VB positions and 0 closed out — a net gain of 298 holders — while 0 added to existing stakes and 0 trimmed.

  • 298 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.61B of Vanguard Small-Cap ETF stock for Q2 2013.
  • 298 funds opened new Vanguard Small-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +298 holders.

Based on aggregated 13F filings for Q2 2013.