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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
GJIA
701
Glass Jacobson Investment Advisors
Maryland
$3.44M -$115K -467 -3%
PCMU
702
Paragon Capital Management (Utah)
Utah
$3.42M +$269K +1,094 +8%
GPWA
703
Great Point Wealth Advisors
Massachusetts
$3.42M +$9.6K +39 +0.3%
LC
704
Lindbrook Capital
California
$3.4M -$329K -1,338 -9%
VBFP
705
Valtinson Bruner Financial Planning
Minnesota
$3.4M -$43.6K -177 -1%
SF
706
Synovus Financial
Georgia
$3.39M -$3.28M -13,340 -49%
GC
707
Grange Capital
Oregon
$3.39M +$3.47M +14,103 New
MF
708
Meridian Financial
Massachusetts
$3.38M -$7.38K -30 -0.2%
WWC
709
Waypoint Wealth Counsel
Georgia
$3.37M +$14.3K +58 +0.4%
ODIJL
710
One Day In July LLC
Vermont
$3.36M -$35.4K -144 -1%
DWM
711
Dakota Wealth Management
Florida
$3.36M -$67.2K -273 -2%
BBWP
712
Beacon Bridge Wealth Partners
Pennsylvania
$3.36M -$30K -122 -0.9%
MDA
713
Minot DeBlois Advisors
Massachusetts
$3.34M +$3.42M +13,901 New
RG
714
Rathbones Group
United Kingdom
$3.33M +$2.66M +10,810 +353%
ONSWM
715
Old North State Wealth Management
North Carolina
$3.33M -$30.8K -125 -0.9%
MWP
716
MYCIO Wealth Partners
Pennsylvania
$3.33M +$11.6K +47 +0.3%
WFA
717
West Financial Advisors
Iowa
$3.29M +$19.9K +81 +0.6%
KPWG
718
KFA Private Wealth Group
Virginia
$3.29M +$20.2K +82 +0.6%
HCMT
719
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$33.7K -137 -1%
RFP
720
Roth Financial Partners
Texas
$3.28M -$16.2K -66 -0.5%
GPI
721
General Partner Inc
Pennsylvania
$3.26M +$14.5K +59 +0.4%
OFS
722
Orrstown Financial Services
Pennsylvania
$3.26M +$20.7K +84 +0.6%
AWA
723
Acorn Wealth Advisors
Michigan
$3.25M +$81.7K +332 +3%
CWM
724
Congress Wealth Management
Massachusetts
$3.25M +$345K +1,402 +12%
AF
725
Advisornet Financial
Minnesota
$3.25M +$222K +902 +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.