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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
ML
651
Mayport LLC
Massachusetts
$4.02M -$22.9K -93 -0.6%
TF
652
Tompkins Financial
New York
$4.01M +$309K +1,255 +8%
JCM
653
Jacobsen Capital Management
Utah
$4.01M +$130K +528 +3%
BWA
654
Beam Wealth Advisors
Louisiana
$3.96M -$5.17K -21 -0.1%
HFW
655
Horizon Family Wealth
Illinois
$3.96M +$1.8M +7,323 +80%
PFG
656
PAX Financial Group
Texas
$3.95M -$231K -938 -5%
RA
657
RFG Advisory
Alabama
$3.94M +$359K +1,461 +10%
GL
658
Graypoint LLC
New York
$3.93M +$244K +990 +6%
WB
659
WesBanco Bank
West Virginia
$3.93M +$962K +3,911 +31%
BFS
660
BridgePort Financial Solutions
Iowa
$3.91M +$4.09M +16,635 New
FAP
661
Financial Advisory Partners
Florida
$3.89M +$93.5K +380 +2%
FUBT
662
First United Bank & Trust
Maryland
$3.87M +$158K +643 +4%
CP
663
Cornerstone Planning
North Carolina
$3.85M +$3.94M +16,027 New
RC
664
Rareview Capital
Nevada
$3.85M -$300K -1,219 -7%
FHA
665
First Horizon Advisors
Tennessee
$3.84M -$117K -476 -3%
SFPM
666
Sensible Financial Planning & Management
Massachusetts
$3.84M +$197K +802 +5%
AWMM
667
Aegis Wealth Management (Maryland)
Maryland
$3.82M +$3.91M +15,897 New
AWM
668
AE Wealth Management
Kansas
$3.81M -$2.78M -11,317 -42%
SB
669
Strategic Blueprint
Georgia
$3.81M +$473K +1,921 +14%
RFA
670
RTD Financial Advisors
Pennsylvania
$3.8M +$48.7K +198 +1%
CW
671
Cabot-Wellington
Massachusetts
$3.8M
KWM
672
Kingsview Wealth Management
Oregon
$3.75M +$424K +1,722 +12%
WB
673
West Bancorporation
Iowa
$3.75M +$590K +2,397 +18%
FRA
674
Frank Rimerman Advisors
California
$3.74M +$514K +2,090 +16%
AP
675
Americana Partners
Texas
$3.73M -$5.29M -21,491 -58%

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.