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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
HFS
101
HL Financial Services
Kentucky
$704K +$698K +8,410 New
RGC
102
Roberts, Glore & Co
Illinois
$692K +$686K +8,264 New
CTC
103
Central Trust Company
Missouri
$686K +$680K +8,193 New
IA
104
Ibbotson Associates
Illinois
$682K +$676K +8,146 New
Creative Planning
105
Creative Planning
Kansas
$661K +$655K +7,894 New
GT
106
Glenmede Trust
Pennsylvania
$652K +$647K +7,801 New
JIC
107
Johnson Investment Counsel
Ohio
$645K +$640K +7,710 New
ICAS
108
Investors Capital Advisory Services
Massachusetts
$642K +$637K +7,679 New
DC
109
Davenport & Co
Virginia
$630K +$624K +7,523 New
CIC
110
Cornercap Investment Counsel
Georgia
$621K +$615K +7,414 New
PMG
111
ProVise Management Group
Florida
$616K +$611K +7,360 New
WIC
112
Woodmont Investment Counsel
Tennessee
$610K +$604K +7,285 New
HPBT
113
High Point Bank & Trust
North Carolina
$586K +$581K +7,000 New
BFS
114
Bradley Foster & Sargent
Connecticut
$576K +$571K +6,884 New
IH
115
IFC Holdings
Florida
$545K +$541K +6,522 New
Natixis Advisors
116
Natixis Advisors
Massachusetts
$539K +$535K +6,444 New
Ameriprise
117
Ameriprise
Minnesota
$534K +$530K +6,386 New
HS
118
Huntington Steele
Pennsylvania
$522K +$517K +6,234 New
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$506K +$502K +6,046 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$486K +$481K +5,802 New
TWA
121
TCI Wealth Advisors
Arizona
$422K +$418K +5,038 New
PFS
122
Prospera Financial Services
Texas
$417K +$408K +4,913 New
SNC
123
Stifel Nicolaus & Co
Missouri
$414K +$411K +4,949 New
NPC
124
National Planning Corporation
California
$411K +$408K +4,918 New
GJIC
125
Gamble Jones Investment Counsel
California
$399K +$396K +4,772 New
3 4
5
6 7

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.