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Vanguard Small-Cap Value ETF
VBR

192 hedge funds and large institutions have $971M invested in Vanguard Small-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 192 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $662K | Put options by funds: $444K

31.7% more ownership

Funds ownership: 0% → 31.7% (+32%)

Holders
192
Holders Change
+192
Holders Change %
–
% of All Funds
6.27%
Holding in Top 10
15
Holding in Top 10 Change
+15
Holding in Top 10 Change %
% of All Funds
0.49%
New
192
Increased
–
Reduced
–
Closed
–
Calls
$662K
Puts
$444K
Net Calls
+$218K
Net Calls Change
+$218K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$7.16M +$7.1M +85,509 New
IFS
27
Ifrah Financial Services
Arkansas
$6.99M +$6.93M +83,509 New
OC
28
Oppenheimer & Co
New York
$6.81M +$6.75M +81,382 New
TYCC
29
Texas Yale Capital Corp
Florida
$6.52M +$6.46M +77,866 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$6.03M +$5.98M +72,077 New
MWM
31
Merriman Wealth Management
Washington
$6M +$5.95M +71,666 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$5.52M +$5.48M +65,993 New
TCM
33
Twin Capital Management
Pennsylvania
$5.47M +$5.42M +65,327 New
RJA
34
Raymond James & Associates
Florida
$5.2M +$5.15M +62,065 New
BSW
35
Buckingham Strategic Wealth
Missouri
$5.12M +$5.07M +61,157 New
PFM
36
Phillips Financial Management
Indiana
$4.73M +$4.43M +53,370 New
HighTower Advisors
37
HighTower Advisors
Illinois
$4.7M +$4.66M +56,111 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4.43M +$4.4M +52,992 New
FCI
39
Financial Counselors Inc
Kansas
$4.04M +$4.01M +48,281 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.72M +$3.69M +44,472 New
SC
41
Savant Capital
Illinois
$3.63M +$3.6M +43,407 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$3.61M +$3.58M +43,118 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$3.25M +$3.22M +38,823 New
SFT
44
Simmons First Trust
Arkansas
$3.21M +$3.18M +38,375 New
WBG
45
Wharton Business Group
Pennsylvania
$2.9M +$2.87M +34,645 New
JP Morgan Chase
46
JP Morgan Chase
New York
$2.83M +$2.8M +33,760 New
AIS
47
American Investment Services
Massachusetts
$2.74M +$2.71M +32,691 New
Northern Trust
48
Northern Trust
Illinois
$2.68M +$2.66M +32,039 New
Goldman Sachs
49
Goldman Sachs
New York
$2.67M +$2.64M +31,861 New
CAL
50
Capital Analysts LLC
Pennsylvania
$2.63M +$2.61M +31,421 New
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VBR Hedge Fund Activity: Q2 2013 in Review

192 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q2 2013, worth a combined $971M.

Buyers outnumbered sellers: 192 funds opened new VBR positions and 0 closed out — a net gain of 192 holders — while 0 added to existing stakes and 0 trimmed.

  • 192 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $971M of Vanguard Small-Cap Value ETF stock for Q2 2013.
  • 192 funds opened new Vanguard Small-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +192 holders.

Based on aggregated 13F filings for Q2 2013.