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Vanguard Small-Cap ETF

2,184 hedge funds and large institutions have $54.8B invested in Vanguard Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 904 increasing their positions, 678 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 319 | Existing positions closed: 72

55% more capital invested

Capital invested by funds: $35.3B → $54.8B (+$19.5B)

46% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $12.2M

33% more repeat investments, than reductions

Existing positions increased: 904 | Existing positions reduced: 678

16% more funds holding in top 10

Funds holding in top 10: 195226 (+31)

11% more funds holding

Funds holding: 1,9722,184 (+212)

0.85% more ownership

Funds ownership: 58.28%59.13% (+0.85%)

Holders
2,184
Holders Change
+212
Holders Change %
+10.75%
% of All Funds
28.77%
Holding in Top 10
226
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+15.9%
% of All Funds
2.98%
New
319
Increased
904
Reduced
678
Closed
72
Calls
$17.8M
Puts
$12.2M
Net Calls
+$5.62M
Net Calls Change
+$6.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
251
Lido Advisors
California
$14.8M +$561K +2,281 +4%
AA
252
AJ Advisors
Tennessee
$14.7M +$32.7K +133 +0.2%
IHWM
253
Iron Horse Wealth Management
Iowa
$14.4M +$428K +1,738 +3%
First Manhattan
254
First Manhattan
New York
$14.4M +$2.22M +9,007 +18%
William Blair & Company
255
William Blair & Company
Illinois
$14.3M +$473K +1,923 +3%
AIM
256
Acropolis Investment Management
Missouri
$14.2M -$263K -1,067 -2%
WA
257
Wealth Architects
California
$14.2M -$185K -750 -1%
CAM
258
Cresset Asset Management
Illinois
$14.1M -$1.95M -7,909 -12%
CFS
259
CRA Financial Services
New Jersey
$14M +$125K +507 +0.9%
FDP
260
Financiere des Professionnels
Quebec, Canada
$14M +$3.32M +13,500 +30%
CST
261
Charles Schwab Trust
Nevada
$13.9M -$593K -2,411 -4%
AL
262
Aspiriant LLC
California
$13.8M +$2.4M +9,745 +20%
EWA
263
EverSource Wealth Advisors
Alabama
$13.8M +$62.3K +253 +0.4%
ML
264
McAdam LLC
Pennsylvania
$13.7M +$2.8M +11,399 +25%
TC
265
TownSquare Capital
Utah
$13.5M +$4.46M +18,109 +48%
DWM
266
Dechtman Wealth Management
Colorado
$13.5M +$2.33M +9,464 +20%
NFW
267
Noble Family Wealth
Florida
$13.4M +$799K +3,246 +6%
OC
268
Oppenheimer & Co
New York
$13.4M +$489K +1,989 +4%
CAI
269
Capital Advisors Inc
Oklahoma
$13.4M -$301K -1,222 -2%
AC
270
Apella Capital
Connecticut
$13.4M +$1.05M +4,258 +8%
BWP
271
Burling Wealth Partners
Illinois
$13.3M +$13.7M +55,533 New
GM
272
GeoWealth Management
Illinois
$13.3M +$735K +2,987 +6%
BFPW
273
BOK Financial Private Wealth
Colorado
$13.3M -$2.23M -9,051 -14%
SCA
274
STALEY CAPITAL ADVISERS
Pennsylvania
$13.2M -$147K -597 -1%
ME
275
McIlrath & Eck
Washington
$13.2M +$289K +1,176 +2%

VB Hedge Fund Activity: Q4 2024 in Review

2,184 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2024, worth a combined $54.8B — up 55% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 319 funds opened new VB positions and 72 closed out — a net gain of 247 holders — while 904 added to existing stakes and 678 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $331M. The largest seller was Bank of America, cutting an estimated $69.6M.

  • 2,184 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2024, up from 1,972 in Q3 2024.
  • Funds reported $54.8B of Vanguard Small-Cap ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 319 funds opened new Vanguard Small-Cap ETF positions in Q4 2024 and 72 closed out, a net change of +247 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $331M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2024 was Bank of America, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2024.