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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
FOFP
351
Fee-Only Financial Planning
South Carolina
$10.5M -$36.4K -148 -0.3%
MNA
352
Manning & Napier Advisors
New York
$10.5M -$57.3K -233 -0.5%
HIM
353
Hanlon Investment Management
New Jersey
$10.4M -$352K -1,431 -3%
VF
354
Vawter Financial
Ohio
$10.4M +$165K +671 +2%
NAS
355
Nicolet Advisory Services
Wisconsin
$10.3M +$504K +2,049 +5%
ATPW
356
Ashton Thomas Private Wealth
Arizona
$10.3M +$584K +2,372 +6%
FAM
357
Frontier Asset Management
Wyoming
$10.3M +$511K +2,075 +5%
JFG
358
JDM Financial Group
Texas
$10.3M +$58.6K +238 +0.6%
FTWA
359
Fifth Third Wealth Advisors
Ohio
$10.2M +$91.5K +372 +0.9%
PA
360
Parkside Advisors
California
$10.1M +$9.84K +40 +0.1%
CTWM
361
Cherry Tree Wealth Management
Minnesota
$10M -$17K -69 -0.2%
PCA
362
Prosperity Capital Advisors
Ohio
$10M +$1.39M +5,666 +16%
MAV
363
Mason & Associates (Virginia)
Virginia
$9.96M +$531K +2,158 +5%
CGPCS
364
Capital Group Private Client Services
California
$9.96M +$626K +2,546 +7%
SWM
365
Spire Wealth Management
Virginia
$9.87M +$397K +1,613 +4%
EWA
366
Evolution Wealth Advisors
Florida
$9.87M -$358K -1,454 -3%
NAMP
367
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.85M +$24.6K +100 +0.2%
IIA
368
Integral Investment Advisors
California
$9.83M +$1.76M +7,136 +21%
TCM
369
TD Capital Management
Tennessee
$9.83M -$271K -1,102 -3%
CWM
370
Circle Wealth Management
New Jersey
$9.77M
CIA
371
Compass Ion Advisors
Pennsylvania
$9.76M -$260K -1,055 -3%
TPCW
372
TD Private Client Wealth
New York
$9.7M +$670K +2,721 +7%
SWP
373
Stratos Wealth Partners
Ohio
$9.68M -$4.06M -16,487 -29%
BFS
374
Beacon Financial Strategies
North Carolina
$9.67M +$308K +1,250 +3%
Citadel Advisors
375
Citadel Advisors
Florida
$9.59M +$9.08M +36,920 +1,226%

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.