We are live on ! Find out more
VB icon

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
AWA
301
Arbor Wealth Advisors
Michigan
$11.9M +$731K +2,969 +6%
VBWMG
302
Von Berge Wealth Management Group
California
$11.8M +$113K +458 +1%
OFS
303
OneAscent Financial Services
Alabama
$11.8M +$12.1M +49,091 New
WWWM
304
White Wing Wealth Management
Texas
$11.8M +$107K +436 +0.9%
APIM
305
Agate Pass Investment Management
Washington
$11.7M +$348K +1,413 +3%
OIA
306
OneDigital Investment Advisors
Kansas
$11.6M +$233K +947 +2%
VVP
307
Venture Visionary Partners
Ohio
$11.5M +$82.7K +336 +0.7%
JWM
308
JFG Wealth Management
Colorado
$11.5M +$689K +2,800 +6%
AWM
309
Aries Wealth Management
Maine
$11.5M +$96.2K +391 +0.8%
RPC
310
Rossmore Private Capital
Connecticut
$11.5M +$29K +118 +0.2%
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
$11.4M +$21.9K +89 +0.2%
FNC
312
First National Corp
Massachusetts
$11.4M +$207K +840 +2%
QCM
313
QRG Capital Management
Illinois
$11.4M +$2.03M +8,247 +21%
CFP
314
Curran Financial Partners
South Carolina
$11.4M +$2.15M +8,739 +23%
P
315
&Partners
Tennessee
$11.3M +$3.65M +14,816 +47%
DW30
316
Drucker Wealth 3.0
New Jersey
$11.3M +$3.88M +15,773 +50%
JIC
317
Johnson Investment Counsel
Ohio
$11.3M +$484K +1,966 +4%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$11.2M -$152K -617 -1%
AF
319
Allworth Financial
California
$11.2M +$1.93M +7,827 +21%
CWA
320
Clarity Wealth Advisors
California
$11.2M +$517K +2,101 +5%
FHA
321
Flagship Harbor Advisors
Massachusetts
$11.2M -$613K -2,490 -5%
OCFG
322
O'Connor Financial Group
Illinois
$11.2M +$189K +768 +2%
CA
323
CSM Advisors
Pennsylvania
$11.2M +$2.55M +10,378 +29%
HNW
324
High Note Wealth
Minnesota
$11.2M +$113K +459 +1%
PP
325
PrairieView Partners
Minnesota
$11.2M -$18M -73,136 -61%

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.