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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
RIA
676
Regal Investment Advisors
Michigan
$3.72M -$654K -2,658 -15%
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$3.71M -$252K -1,026 -6%
GAM
678
Grandview Asset Management
Pennsylvania
$3.7M +$3.79M +15,407 New
PFPT
679
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.69M +$343K +1,392 +10%
IFG
680
Independent Financial Group
California
$3.67M +$121K +493 +3%
CFA
681
CWS Financial Advisors
Michigan
$3.65M +$330K +1,343 +10%
MA
682
Mosaic Advisors
Texas
$3.64M -$10.8K -44 -0.3%
AA
683
Armis Advisers
Georgia
$3.64M +$3.73M +15,142 New
FFA
684
Farther Finance Advisors
California
$3.6M +$629K +2,556 +21%
MOS
685
MGO One Seven
Ohio
$3.58M +$129K +526 +4%
SC
686
Stephens Consulting
Michigan
$3.57M -$8.86K -36 -0.2%
IIC
687
Ironwood Investment Counsel
Arizona
$3.52M -$181K -736 -5%
CFG
688
Carr Financial Group
Massachusetts
$3.52M +$956K +3,887 +36%
IC
689
IEQ Capital
California
$3.5M -$95.7K -389 -3%
SC
690
Sepio Capital
Utah
$3.5M -$51.9K -211 -1%
LA
691
Lane & Associates
New Jersey
$3.5M -$152K -619 -4%
HFS
692
HBC Financial Services
Washington
$3.49M -$32K -130 -0.9%
VFA
693
Valeo Financial Advisors
Indiana
$3.49M +$376K +1,530 +12%
KSWA
694
Kathleen S. Wright Associates
Pennsylvania
$3.49M +$145K +589 +4%
PBF
695
Petix & Botte Financial
California
$3.48M -$7.63K -31 -0.2%
MSFS
696
Main Street Financial Solutions
Pennsylvania
$3.48M -$246K -998 -6%
GWM
697
Greenwich Wealth Management
Connecticut
$3.48M +$22.1K +90 +0.6%
YIM
698
Yoffe Investment Management
Pennsylvania
$3.47M +$3.56M +14,458 New
FAIM
699
Financial Advocates Investment Management
Washington
$3.47M +$799K +3,246 +29%
TMWM
700
Taylor & Morgan Wealth Management
Michigan
$3.46M -$23.9K -97 -0.7%

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.