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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
LFAS
476
Level Four Advisory Services
Texas
$6.9M +$428K +1,741 +6%
CWL
477
Causey Wealth LLC
Colorado
$6.88M +$7.04M +28,619 New
RIG
478
Ramiah Investment Group
Wisconsin
$6.84M +$717K +2,915 +11%
RA
479
Ruggaard & Associates
Ohio
$6.78M +$171K +696 +3%
NF
480
NavPoint Financial
Minnesota
$6.77M -$186K -756 -3%
IA
481
IFP Advisors
Florida
$6.75M +$3.74M +15,180 +118%
CA
482
Cambridge Advisors
Nebraska
$6.74M -$779K -3,164 -10%
SW
483
SVB Wealth
Massachusetts
$6.71M +$6.87M +27,918 New
SWA
484
Stratos Wealth Advisors
Ohio
$6.69M -$30.8K -125 -0.4%
BF
485
BOK Financial
Oklahoma
$6.64M +$220K +893 +3%
APG
486
Abacus Planning Group
South Carolina
$6.63M -$116K -471 -2%
MFS
487
McNamara Financial Services
Massachusetts
$6.62M -$377K -1,531 -5%
TAM
488
Titleist Asset Management
Texas
$6.59M +$2.47M +10,041 +58%
JAFL
489
Jay A. Fishman Ltd
Michigan
$6.59M -$170K -690 -2%
MHC
490
May Hill Capital
Massachusetts
$6.56M +$6.72M +27,313 New
LSWP
491
Liberty Square Wealth Partners
Pennsylvania
$6.55M +$6.5M +26,409 New
AFO
492
Aurelius Family Office
New Hampshire
$6.48M +$6.63M +26,961 New
PF
493
Penney Financial
Texas
$6.46M +$79.5K +323 +1%
EA
494
Evolution Advisers
Virginia
$6.43M +$126K +511 +2%
PPP
495
Private Portfolio Partners
New Jersey
$6.42M +$18.2K +74 +0.3%
RC
496
Roundview Capital
New Jersey
$6.42M +$23.6K +96 +0.4%
FNFDCM
497
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.38M +$24.9K +101 +0.4%
AG
498
Ascent Group
Virginia
$6.38M +$3.23M +13,145 +98%
SFG
499
Sovereign Financial Group
Connecticut
$6.37M +$58.8K +239 +0.9%
SEIA
500
Signature Estate & Investment Advisors
California
$6.29M +$136K +551 +2%

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.