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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
WIA
401
World Investment Advisors
California
$8.76M -$1.4M -5,705 -14%
WFPG
402
Waller Financial Planning Group
Ohio
$8.76M +$498K +2,022 +6%
FCI
403
Financial Counselors Inc
Kansas
$8.73M +$1.89M +7,670 +27%
AFS
404
Axiom Financial Strategies
Indiana
$8.72M -$2.42M -9,848 -21%
BKA
405
Brick & Kyle Associates
Pennsylvania
$8.68M +$984 +4 +0%
RWP
406
RWA Wealth Partners
Massachusetts
$8.68M +$985K +4,003 +12%
WMG
407
WESCAP Management Group
California
$8.65M +$55.1K +224 +0.6%
UFA
408
US Financial Advisors
Massachusetts
$8.65M +$57.6K +234 +0.7%
Lazard Asset Management
409
Lazard Asset Management
New York
$8.63M
JJBC
410
James J. Burns & Company
New York
$8.61M +$551K +2,239 +7%
EWA
411
Exencial Wealth Advisors
Oklahoma
$8.58M +$127K +516 +1%
SCA
412
Sandy Cove Advisors
Massachusetts
$8.57M +$174K +708 +2%
WA
413
Waverly Advisors
Alabama
$8.54M +$186K +754 +2%
N
414
Nuveen
North Carolina
$8.5M +$2.94M +11,930 +51%
CTA
415
Chesley Taft & Associates
Illinois
$8.49M +$333K +1,352 +4%
NL
416
NWAM LLC
Washington
$8.46M -$52.9K -215 -0.6%
FWM
417
Fonville Wealth Management
Virginia
$8.45M +$120K +489 +1%
B
418
Bailard
California
$8.44M
CNBT
419
Cornerstone National Bank & Trust
Illinois
$8.43M +$157K +639 +2%
LIG
420
Lokken Investment Group
Delaware
$8.41M -$1.76M -7,167 -17%
HFS
421
Hoge Financial Services
Pennsylvania
$8.41M +$90.3K +367 +1%
JBA
422
Johnson Bixby & Associates
Washington
$8.38M +$708K +2,877 +9%
MCA
423
Magnolia Capital Advisors
Mississippi
$8.34M +$718K +2,919 +9%
CG
424
Cynosure Group
Utah
$8.17M +$5.37M +21,807 +180%
GA
425
GoalVest Advisory
New York
$8.17M -$34K -138 -0.4%

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.