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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
FFA
451
Fi3 Financial Advisors
Indiana
$7.54M -$115K -469 -1%
PIWA
452
Prevail Innovative Wealth Advisors
Kansas
$7.54M +$4.31M +17,528 +127%
MA
453
Mutual Advisors
Nebraska
$7.53M +$1.88M +7,656 +34%
MCM
454
Manchester Capital Management
Vermont
$7.42M +$185K +750 +2%
FIC
455
Family Investment Center
Missouri
$7.4M -$244K -991 -3%
VA
456
Valmark Advisers
Ohio
$7.38M +$87.8K +357 +1%
LI
457
Latigo Investments
Florida
$7.37M
GHAM
458
Gilman Hill Asset Management
Connecticut
$7.37M -$1.14M -4,649 -13%
CFO
459
Colony Family Offices
North Carolina
$7.34M -$492 -2 -0%
GFG
460
Greenbush Financial Group
New York
$7.3M +$7.47M +30,363 New
ECG
461
Edge Capital Group
Georgia
$7.19M +$42.3K +172 +0.6%
RIM
462
RW Investment Management
Idaho
$7.18M +$212K +860 +3%
WB
463
Webster Bank
Connecticut
$7.15M -$2.3M -9,349 -24%
FPWM
464
Five Pine Wealth Management
Idaho
$7.13M +$7.3M +29,657 New
CA
465
Capital Advantage
California
$7.1M +$1M +4,071 +16%
MMPW
466
Mitchell McLeod Pugh & Williams
Alabama
$7.09M +$480K +1,951 +7%
FWP
467
Family Wealth Partners
North Carolina
$7.08M +$128K +521 +2%
CMAI
468
Capital Management Associates Inc
Minnesota
$7.05M +$21.9K +89 +0.3%
RCAG
469
Rehmann Capital Advisory Group
Michigan
$7.03M -$198K -803 -3%
PF
470
Prosperitas Financial
California
$7.03M +$134K +543 +2%
KWA
471
Kingswood Wealth Advisors
California
$7.02M +$4.63M +18,827 +181%
SFA
472
Sequoia Financial Advisors
Ohio
$7.01M +$3.71M +15,058 +107%
Franklin Resources
473
Franklin Resources
California
$6.98M +$471K +1,916 +7%
WA
474
Wambolt & Associates
Colorado
$6.92M -$1.53M -6,223 -18%
CAM
475
Cozad Asset Management
Illinois
$6.9M +$527K +2,143 +8%

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.