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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
DWM
426
Dynasty Wealth Management
Florida
$8.12M +$73.1K +297 +0.9%
SAG
427
SageView Advisory Group
California
$8.08M +$3.4M +13,830 +70%
BDF
428
Black Diamond Financial
Maryland
$8.08M -$60.8K -247 -0.7%
AOI
429
Auto-Owners Insurance
Michigan
$8.07M
A
430
Allianz
Germany
$8.06M -$7.01M -28,470 -46%
HWM
431
Howard Wealth Management
Connecticut
$8.06M +$182K +738 +2%
PWM
432
Praetorian Wealth Management
California
$8.05M -$193K -785 -2%
WIM
433
Warwick Investment Management
Texas
$8.04M -$144K -585 -2%
HIW
434
Holos Integrated Wealth
Pennsylvania
$8.03M +$8.22M +33,418 New
FT
435
Fiduciary Trust
Massachusetts
$8.02M +$568K +2,309 +7%
JWCA
436
J.W. Cole Advisors
Florida
$8.02M +$451K +1,833 +6%
EF
437
Elite Financial
Idaho
$7.99M +$8.19M +33,266 New
TWM
438
TriaGen Wealth Management
California
$7.98M +$133K +541 +2%
SPP
439
Single Point Partners
Massachusetts
$7.98M +$8.17M +33,211 New
CAG
440
Crestwood Advisors Group
Massachusetts
$7.97M +$199K +807 +2%
GRP
441
Global Retirement Partners
California
$7.93M +$555K +2,255 +7%
BIM
442
Bridges Investment Management
Nebraska
$7.91M +$3.2K +13 +0%
LCM
443
Logan Capital Management
Pennsylvania
$7.87M
HTC
444
Haverford Trust Company
Pennsylvania
$7.84M +$204K +830 +3%
BWCS
445
Beirne Wealth Consulting Services
Connecticut
$7.75M +$52.9K +215 +0.7%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$7.7M +$2.26M +9,169 +40%
AGA
447
Arkos Global Advisors
Texas
$7.67M -$129K -525 -2%
BPAMU
448
BTG Pactual Asset Management US
New York
$7.62M -$278K -1,131 -4%
AA
449
Ancora Advisors
Ohio
$7.55M -$63K -256 -0.8%
OFS
450
Oldfather Financial Services
Nebraska
$7.54M +$20.7K +84 +0.3%

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.