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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
JP Morgan Chase
26
JP Morgan Chase
New York
$241M +$38.1M +154,797 +18%
TIAA Trust, National Association
27
TIAA Trust, National Association
North Carolina
$229M -$198K -805 -0.1%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$221M +$53.2M +216,168 +31%
GT
29
Glenmede Trust
Pennsylvania
$208M -$19.6M -79,592 -8%
S
30
SignatureFD
Georgia
$195M -$6.12M -24,866 -3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$192M +$240K +977 +0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$189M +$24.2M +98,258 +14%
HighTower Advisors
33
HighTower Advisors
Illinois
$186M +$8.17M +33,194 +4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$177M +$2.36M +9,605 +1%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$176M +$9.63M +39,142 +6%
GC
36
Grimes & Company
Massachusetts
$169M +$6.72M +27,331 +4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$160M +$5.16M +20,962 +3%
BPWM
38
Badgley Phelps Wealth Managers
Washington
$127M -$411K -1,669 -0.3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$127M +$8.64M +35,104 +7%
State Street
40
State Street
Massachusetts
$124M -$2.32M -9,427 -2%
Vanguard Group
41
Vanguard Group
Pennsylvania
$123M +$2.84M +11,540 +2%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$122M -$3.33M -13,542 -3%
RMDI
43
R.M. Davis Inc
Maine
$122M +$3.77M +15,318 +3%
MGIA
44
Moneta Group Investment Advisors
Missouri
$121M +$1.32M +5,347 +1%
CA
45
Clearstead Advisors
Ohio
$120M +$3.15M +12,812 +3%
NHC
46
Nicholas Hoffman & Company
Georgia
$115M +$10.5M +42,839 +10%
Truist Financial
47
Truist Financial
North Carolina
$112M -$6.76M -27,480 -6%
CFB
48
Cullen/Frost Bankers
Texas
$108M +$7.31M +29,705 +7%
PA
49
Pinnacle Associates
New York
$106M +$13.5M +54,976 +14%
MML Investors Services
50
MML Investors Services
Massachusetts
$102M +$8.51M +34,601 +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.