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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
BHWM
576
Bay Harbor Wealth Management
Maryland
$4.81M -$190K -771 -4%
PFA
577
Pathway Financial Advisors
Vermont
$4.8M -$72.3K -294 -1%
SL
578
Salomon & Ludwin
Virginia
$4.8M -$9.6K -39 -0.2%
TWM
579
Thrive Wealth Management
Pennsylvania
$4.79M -$31.5K -128 -0.6%
PIA
580
Pinion Investment Advisors
Kansas
$4.79M +$530K +2,156 +12%
FF
581
Financial Futures
New Jersey
$4.78M -$281K -1,140 -5%
MAS
582
Meeder Advisory Services
Ohio
$4.78M -$294K -1,196 -6%
OCM
583
One Capital Management
California
$4.75M -$33.7K -137 -0.7%
TFS
584
Thoroughbred Financial Services
Tennessee
$4.75M +$59.1K +240 +1%
CPRC
585
Consolidated Portfolio Review Corp
New York
$4.74M +$983K +3,994 +25%
G
586
GenTrust
Florida
$4.72M +$777K +3,156 +19%
FHC
587
First Heartland Consultants
Missouri
$4.71M +$190K +773 +4%
FCH
588
Freestone Capital Holdings
Washington
$4.68M +$133K +539 +3%
SAM
589
S.A. Mason
Michigan
$4.67M +$19.7K +80 +0.4%
IAN
590
Integrated Advisors Network
Texas
$4.67M -$833K -3,387 -15%
BSSFA
591
Baron Silver Stevens Financial Advisors
Florida
$4.67M +$13.3K +54 +0.3%
CA
592
Claro Advisors
Massachusetts
$4.67M +$201K +815 +4%
BWP
593
Bernardo Wealth Planning
Pennsylvania
$4.66M -$1.48M -6,006 -23%
Jane Street
594
Jane Street
New York
$4.65M +$4.76M +19,359 New
MFG
595
Magnus Financial Group
New York
$4.65M +$189K +770 +4%
PA
596
PFG Advisors
Arizona
$4.62M -$6.61M -26,846 -58%
UBV
597
United Bank (Virginia)
Virginia
$4.62M -$27.1K -110 -0.6%
GG
598
Gleason Group
Kentucky
$4.61M +$31.5K +128 +0.7%
JFG
599
JMG Financial Group
Illinois
$4.6M -$250K -1,014 -5%
CFG
600
Clayton Financial Group
Missouri
$4.6M +$83.7K +340 +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.