VBR icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+31
Holders Change %
+15.2%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.58%
New
42
Increased
99
Reduced
56
Closed
9
Calls
$1.12M
Puts
$6.19M
Net Calls
-$5.07M
Net Calls Change
-$4.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIC
151
Gamble Jones Investment Counsel
California
$465K
FMII
152
Farmers & Merchants Investments Inc
Nebraska
$461K +$7.89K +81 +2%
RT
153
Reliance Trust
Georgia
$450K -$70.6K -725 -14%
NL
154
NWAM LLC
Washington
$433K +$60.2K +619 +16%
DP
155
Dearborn Partners
Illinois
$413K -$19.5K -200 -5%
US Bancorp
156
US Bancorp
Minnesota
$406K +$52.1K +535 +15%
Bessemer Group
157
Bessemer Group
New Jersey
$379K
CWM
158
Concert Wealth Management
California
$371K +$45K +471 +14%
GLRA
159
Gerald L. Ray & Associates
Texas
$355K
TCM
160
Telos Capital Management
California
$353K -$17.5K -180 -5%
RC
161
RegentAtlantic Capital
New Jersey
$349K +$349K +3,581 New
JIC
162
Joel Isaacson & Co
New York
$346K
CG
163
Colony Group
Massachusetts
$338K +$338K +3,475 New
VFP
164
Verus Financial Partners
Virginia
$327K +$18K +185 +6%
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$49.8K +511 +18%
AA
166
Ancora Advisors
Ohio
$307K -$56.4K -580 -16%
LI
167
LMCG Investments
Massachusetts
$303K +$10.5K +108 +4%
CSIA
168
Charles Schwab Investment Advisory
California
$302K +$302K +3,100 New
NES
169
New England Securities
New York
$294K +$59.4K +610 +25%
SI
170
SII Investments
Wisconsin
$288K -$1.29M -13,221 -82%
WP
171
WMS Partners
Maryland
$282K
B
172
Bailard
California
$271K +$271K +2,785 New
UCFA
173
United Capital Financial Advisors
Texas
$269K -$10.6M -109,167 -98%
PCM
174
Parsons Capital Management
Rhode Island
$267K
RMCM
175
Reynders McVeigh Capital Management
Massachusetts
$253K