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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
DY
51
Dowling & Yahnke
California
$2.59M +$2.57M +30,947 New
WT
52
Whittier Trust
California
$2.5M +$2.48M +29,893 New
CPO
53
Cerity Partners OCIO
New York
$2.18M +$2.16M +26,069 New
B
54
Baird
Wisconsin
$2.09M +$2.07M +24,948 New
Truist Financial
55
Truist Financial
North Carolina
$2.09M +$2.07M +24,923 New
SI
56
Stephens Inc
Arkansas
$2.05M +$2.03M +24,456 New
UAS
57
United Asset Strategies
New York
$2M +$1.98M +23,873 New
FHC
58
First Horizon Corporation
Tennessee
$1.94M +$1.92M +23,190 New
LFG
59
LifePlan Financial Group
Ohio
$1.93M +$1.91M +23,065 New
CS
60
Credit Suisse
Switzerland
$1.88M +$1.86M +22,449 New
CCM
61
Condor Capital Management
New Jersey
$1.75M +$1.74M +20,932 New
DS
62
DRW Securities
Illinois
$1.71M +$1.7M +20,482 New
CA
63
Cetera Advisors
Colorado
$1.69M +$1.67M +20,123 New
TAIM
64
TD Ameritrade Investment Management
Nebraska
$1.68M +$1.67M +20,069 New
BC
65
Burney Company
Virginia
$1.65M +$1.64M +19,755 New
MFS
66
MSI Financial Services
Massachusetts
$1.56M +$1.55M +18,638 New
KFS
67
KMS Financial Services
Washington
$1.54M +$1.51M +18,181 New
CDH
68
Charles D. Hyman
$1.54M +$1.52M +18,350 New
CAN
69
Cetera Advisor Networks
California
$1.52M +$1.5M +18,067 New
CNB
70
City National Bank
California
$1.48M +$1.46M +17,655 New
RJT
71
Raymond James Trust
Florida
$1.46M +$1.45M +17,483 New
MJRIC
72
Mogy Joel R Investment Counsel
California
$1.44M +$1.42M +17,145 New
CT
73
Coastline Trust
Rhode Island
$1.4M +$1.39M +16,775 New
HCMT
74
Highland Capital Management (Tennessee)
Tennessee
$1.28M +$1.27M +15,310 New
GA
75
GFS Advisors
Texas
$1.25M +$1.24M +14,939 New
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3
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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.