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
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$31K +$30.3K +365 New
CCT
177
Capital City Trust
Florida
$25K +$24.5K +295 New
JFA
178
JNBA Financial Advisors
Minnesota
$25K +$24.6K +296 New
FANJ
179
Financial Architects (New Jersey)
New Jersey
$24K +$23.6K +284 New
T
180
Thomaspartners
Massachusetts
$23K +$22.8K +275 New
OWP
181
Obermeyer Wealth Partners
Colorado
$19K +$19.2K +231 New
LIA
182
LS Investment Advisors
Michigan
$18K +$17.7K +213 New
CFS
183
Community Financial System
New York
$17K +$16.6K +200 New
CP
184
Corbenic Partners
Pennsylvania
$17K +$16.8K +202 New
IAS
185
INR Advisory Services
Pennsylvania
$17K +$16.9K +204 New
FNBT
186
FineMark National Bank & Trust
Florida
$7K +$6.47K +78 New
CDIA
187
Capital Directions Investment Advisors
Georgia
$7K +$7.22K +87 New
EWM
188
Evercore Wealth Management
New York
$6K +$5.81K +70 New
HCM
189
Horrell Capital Management
Arkansas
$5K +$5.39K +65 New
WTC
190
WhitTier Trust Company
Nevada
$3K +$2.49K +30 New
PSI
191
Pinnacle Summer Investments
Virginia
$3K +$3.07K +37 New
MA
192
MCF Advisors
Kentucky
$2K +$1.49K +18 New
SF
193
Synovus Financial
Georgia
$2K +$1.49K +18 New
4 5 6 7
8

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.