Hedge Fund Activity: VBR Shows Increased Positions in Recent 13F Filings

Recent analysis of the 25 most recent 13F filings for the 03/31/2025 reporting period reveals that the Vanguard Index Funds Mid-Cap Value Index VIPER Shares (Symbol: VBR) was held by 14 hedge funds. When multiple hedge fund managers converge on a similar holding, it warrants further investigation.

It is crucial to note that 13F filings only capture long positions, leaving out short positions, which can provide a misleading picture. A fund might take a bearish stance by shorting calls while still holding a long position. This dual approach means that while a fund might appear optimistic through its 13F filings, the full context—including bearish positions—may remain hidden.

Changes in VBR Positions

With that in mind, examining collective 13F filings can be insightful, especially when comparing different reporting periods. For the latest round of 13F filings, we noted that five funds increased their VBR positions from 12/31/2024 to 03/31/2025, while four funds reduced their holdings.

Aggregate Analysis of VBR Holdings

Looking beyond just this set of funds, we compiled the total VBR share count from all funds that held VBR as of 03/31/2025, out of the 2,044 funds analyzed. We compared this number to the total VBR shares held as of 12/31/2024. The results showed an increase of 222,337 shares, raising the aggregate count from 12,034,901 to 12,257,238, equating to a growth of approximately 1.85%. The leading three funds holding VBR on 03/31/2025 were identified.

Future Insights from 13F Filings

We will continue to monitor the latest 13F filings by hedge fund managers, digging into the aggregate data for useful insights across multiple reporting periods. While individual filings can be misleading due to only reflecting long positions, the collective totals across groups of funds offer a more nuanced view, highlighting compelling stock ideas worthy of further investigation, such as the Vanguard Index Funds Mid-Cap Value Index VIPER Shares (Symbol: VBR).

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