Vanguard Small-Cap Value ETF
235 hedge funds and large institutions have $1.28B invested in Vanguard Small-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 99 increasing their positions, 56 reducing their positions, and 9 closing their positions.
367% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 9
77% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 56
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
27% more capital invested
Capital invested by funds: $1.01B → $1.28B (+$270M)
15% more funds holding
Funds holding: 204 → 235 (+31)
1.47% more ownership
Funds ownership: 31.61% → 33.08% (+1.5%)
82% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $6.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$11.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.52M |
| 4 |
Goldman Sachs
New York
|
+$9.47M |
| 5 |
Morgan Stanley
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.9M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.3M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$1.8M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.58M |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$1.58M |
VBR Hedge Fund Activity: Q4 2013 in Review
235 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2013, worth a combined $1.28B — up 27% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VBR positions and 9 closed out — a net gain of 33 holders — while 99 added to existing stakes and 56 trimmed.
The largest buyer was UBS, adding an estimated $11.7M. The largest seller was Deutsche Bank, cutting an estimated $18.9M.
- 235 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2013, up from 204 in Q3 2013.
- Funds reported $1.28B of Vanguard Small-Cap Value ETF stock for Q4 2013, up 27% quarter-over-quarter.
- 42 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2013 and 9 closed out, a net change of +33 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2013 was UBS, an estimated $11.7M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2013 was Deutsche Bank, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2013.