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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
PCM
276
Permanent Capital Management
Illinois
$13.1M +$13.4M +54,527 New
RWA
277
Roberts Wealth Advisors
California
$13.1M +$669K +2,719 +5%
AI
278
Atria Investments
North Carolina
$13.1M -$2.44M -9,908 -15%
RRWA
279
Rainey & Randall Wealth Advisors
Florida
$12.9M +$11.7M +47,426 +763%
SFI
280
SPC Financial Inc
Maryland
$12.9M +$12.5M +50,693 +1,734%
VWA
281
VSM Wealth Advisory
Maryland
$12.8M +$13.2M +53,452 New
PSA
282
Plum Street Advisors
Louisiana
$12.8M +$169K +688 +1%
FFP
283
Frisco Financial Planning
Texas
$12.8M +$13.1M +53,185 New
WT
284
Whittier Trust
California
$12.8M -$1.3M -5,270 -9%
EWM
285
Empirical Wealth Management
Washington
$12.7M -$134K -543 -1%
AA
286
Atmos Advisory
Pennsylvania
$12.7M +$98.4K +400 +0.8%
BFG
287
Bleakley Financial Group
New Jersey
$12.5M +$27.6K +112 +0.2%
AMG
288
Asset Management Group
Connecticut
$12.5M -$63.7K -259 -0.5%
BRWA
289
B. Riley Wealth Advisors
Florida
$12.4M -$1.38M -5,620 -10%
GWM
290
GoalFusion Wealth Management
Texas
$12.4M +$85.6K +348 +0.7%
AF
291
Arrow Financial
New York
$12.3M -$726K -2,950 -5%
HNB
292
Huntington National Bank
Ohio
$12.2M
CNBT
293
Canandaigua National Bank & Trust
New York
$12.2M -$265K -1,075 -2%
TCOTS
294
Trust Company of the South
North Carolina
$12.2M +$2.06M +8,362 +20%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$12.1M +$753K +3,061 +6%
SLT
296
St Louis Trust
Missouri
$12M -$54.1K -220 -0.4%
KPWS
297
Kestra Private Wealth Services
Texas
$12M +$1.6M +6,513 +15%
DK
298
David Kennon
Florida
$11.9M +$28.1K +114 +0.2%
2L
299
25 LLC
Missouri
$11.9M +$238K +967 +2%
AWM
300
Abound Wealth Management
Tennessee
$11.9M +$113K +460 +0.9%

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.