We are live on ! Find out more
VBR icon

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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$1.23M +$1.22M +14,720 New
BBA
77
BLB&B Advisors
Pennsylvania
$1.23M +$1.22M +14,646 New
SI
78
SII Investments
Wisconsin
$1.21M +$1.2M +14,410 New
DSC
79
Duncker Streett & Co
Missouri
$1.18M +$1.17M +14,104 New
Citigroup
80
Citigroup
New York
$1.15M +$1.14M +13,781 New
GIM
81
Goelzer Investment Management
Indiana
$1.14M +$1.13M +13,610 New
MA
82
MUFG Americas
New York
$1.12M +$1.11M +13,370 New
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$1.09M +$1.08M +13,037 New
RJFSA
84
Raymond James Financial Services Advisors
Florida
$1.06M +$1.05M +12,614 New
FM
85
Foster & Motley
Ohio
$1.06M +$1.05M +12,619 New
GF
86
Gerstein Fisher
New York
$1.05M +$1.04M +12,538 New
CCG
87
Chatham Capital Group
Georgia
$1.03M +$1.03M +12,357 New
EWA
88
Exencial Wealth Advisors
Oklahoma
$1.03M +$952K +11,473 New
FIM
89
Freedom Investment Management
Connecticut
$962K +$953K +11,489 New
BP
90
Ballentine Partners
Massachusetts
$938K +$930K +11,203 New
SEIA
91
Signature Estate & Investment Advisors
California
$883K +$875K +10,546 New
NIS
92
National Investment Services
Wisconsin
$829K +$821K +9,900 New
AIG
93
American International Group
New York
$782K +$775K +9,343 New
AL
94
Aspiriant LLC
California
$779K +$772K +9,302 New
FAAS
95
First Allied Advisory Services
California
$766K +$763K +9,190 New
RT
96
Reliance Trust
Georgia
$755K +$748K +9,020 New
Brown Advisory
97
Brown Advisory
Maryland
$746K +$739K +8,910 New
AIA
98
Alerus Investment Advisors
Minnesota
$724K +$674K +8,118 New
KeyBank National Association
99
KeyBank National Association
Ohio
$722K +$716K +8,623 New
CBU
100
CIBC Bank USA
Illinois
$705K +$700K +8,432 New
2 3
4
5 6

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.