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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
KA
376
Kearns & Associates
California
$9.49M +$4.67K +19 +0%
CANC
377
Culbertson A N & Co
Virginia
$9.48M
DC
378
Dorval Corp
Minnesota
$9.43M +$269K +1,095 +3%
CFGF
379
Compass Financial Group (Florida)
Florida
$9.42M -$343K -1,392 -3%
SHWM
380
Smith & Howard Wealth Management
Georgia
$9.38M +$12.8K +52 +0.1%
HAC
381
Harbor Advisory Corp
New Hampshire
$9.29M +$1.2M +4,879 +14%
SCTC
382
Sanibel Captiva Trust Company
Florida
$9.29M +$375K +1,523 +4%
DWM
383
Diversify Wealth Management
Utah
$9.28M +$309K +1,257 +3%
BWS
384
Buck Wealth Strategies
Colorado
$9.28M +$4.16M +16,922 +78%
HWM
385
Horizons Wealth Management
North Carolina
$9.27M +$36.2K +147 +0.4%
SC
386
Steph & Co
Wisconsin
$9.21M -$1.06M -4,288 -10%
Empower Advisory Group
387
Empower Advisory Group
Colorado
$9.12M +$470K +1,910 +5%
FAI
388
Fiduciary Advisors Inc
Missouri
$9.1M +$9.32M +37,886 New
ECM
389
Evergreen Capital Management
Washington
$9.06M -$310K -1,261 -3%
RH
390
RFG Holdings
Texas
$9.05M +$7.81M +31,758 +539%
BWA
391
BlueSky Wealth Advisors
North Carolina
$9.04M -$210K -853 -2%
SHGA
392
Sand Hill Global Advisors
California
$9.02M -$182K -741 -2%
BCA
393
Bray Capital Advisors
Florida
$9M -$124K -504 -1%
RI
394
Rinkey Investments
California
$8.94M +$731K +2,971 +9%
PW
395
Peninsula Wealth
California
$8.94M -$107K -436 -1%
BP
396
Ballentine Partners
Massachusetts
$8.89M -$26.8K -109 -0.3%
LFP
397
Leeward Financial Partners
Washington
$8.89M +$1.22M +4,953 +15%
RSWM
398
Robertson Stephens Wealth Management
California
$8.88M -$2.34M -9,511 -20%
SAM
399
Sawgrass Asset Management
Florida
$8.83M +$572K +2,325 +7%
BWM
400
Benchmark Wealth Management
Connecticut
$8.83M -$80.5K -327 -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.