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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
CP
501
Creekside Partners
California
$6.28M -$34.2K -139 -0.5%
HL
502
HeadInvest LLC
Maine
$6.17M +$173K +704 +3%
CWAF
503
Core Wealth Advisors (Florida)
Florida
$6.15M +$6.3M +25,600 New
WCFA
504
Walkner Condon Financial Advisors
Wisconsin
$6.12M -$44K -179 -0.7%
SCA
505
Snowden Capital Advisors
New York
$6.12M +$551K +2,239 +10%
PRI
506
Prepared Retirement Institute
Pennsylvania
$6.1M +$514K +2,090 +9%
VWA
507
Visionary Wealth Advisors
Illinois
$6.06M +$698K +2,838 +13%
FF
508
Farrell Financial
New York
$6.06M -$11.6K -47 -0.2%
WLIM
509
White Lighthouse Investment Management
Massachusetts
$6.02M +$43.1K +175 +0.7%
BFP
510
Beacon Financial Planning
Massachusetts
$6.02M +$749K +3,042 +14%
BCM
511
BluePointe Capital Management
California
$6.02M +$923K +3,750 +18%
CCA
512
Cadent Capital Advisors
Oklahoma
$6.01M +$51.7K +210 +0.8%
PFS
513
Prospera Financial Services
Texas
$6.01M +$605K +2,460 +11%
ACP
514
Aveo Capital Partners
Colorado
$6M +$335K +1,361 +6%
AWMNH
515
Arcadia Wealth Management (New Hampshire)
New Hampshire
$6M +$249K +1,012 +4%
CPA
516
Cathy Pareto & Associates
Florida
$6M +$6.15M +24,984 New
TYCC
517
Texas Yale Capital Corp
Florida
$5.99M +$650K +2,642 +12%
RWM
518
Rialto Wealth Management
New York
$5.97M +$6.11M +24,841 New
GCP
519
Gill Capital Partners
Colorado
$5.96M +$118K +480 +2%
BF
520
Brooklyn FI
New York
$5.95M +$248K +1,009 +4%
CCM
521
Condor Capital Management
New Jersey
$5.94M -$5.16M -20,962 -46%
FPB
522
First PREMIER Bank
South Dakota
$5.93M -$24.1K -98 -0.4%
EWM
523
Evercore Wealth Management
New York
$5.91M -$548K -2,229 -8%
CFGS
524
Concourse Financial Group Securities
Alabama
$5.85M +$1.74M +7,076 +44%
FMC
525
First Merchants Corp
Indiana
$5.81M -$116K -471 -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.