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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
ASG
751
Ariston Services Group
California
$3M +$264K +1,074 +9%
AA
752
Alesco Advisors
New York
$2.99M +$14.8K +60 +0.5%
SC
753
Sykon Capital
New York
$2.98M +$3.05M +12,398 New
SEI Investments
754
SEI Investments
Pennsylvania
$2.98M +$173K +705 +6%
CA
755
Clune & Associates
Illinois
$2.98M +$3.05M +12,384 New
LSAG
756
Lake Street Advisors Group
New Hampshire
$2.97M -$2.95K -12 -0.1%
GA
757
GFS Advisors
Texas
$2.97M +$3.04M +12,360 New
SWA
758
SOA Wealth Advisors
New York
$2.96M -$27.3K -111 -0.9%
PCM
759
Parsons Capital Management
Rhode Island
$2.96M +$35.2K +143 +1%
MWM
760
Mittelman Wealth Management
Massachusetts
$2.96M -$1.02M -4,148 -25%
KCM
761
Kennicott Capital Management
California
$2.95M -$353K -1,433 -10%
RFG
762
REAP Financial Group
Texas
$2.95M +$24.9K +101 +0.8%
WFA
763
Wade Financial Advisory
California
$2.94M -$156K -636 -5%
FA
764
Flagstar Advisors
New York
$2.94M +$69.6K +283 +2%
OWA
765
Octavia Wealth Advisors
Ohio
$2.94M +$32.7K +133 +1%
QC
766
Quadrature Capital
United Kingdom
$2.93M +$3M +12,197 New
GWA
767
Gibson Wealth Advisors
Texas
$2.92M +$81K +329 +3%
MHIC
768
Marble Harbor Investment Counsel
Massachusetts
$2.91M +$9.1K +37 +0.3%
R
769
Rebalance
California
$2.9M -$11.6K -47 -0.4%
BJL
770
Brighton Jones LLC
Washington
$2.88M +$787K +3,200 +36%
JPLA
771
Joseph P. Lucia & Associates
New York
$2.86M +$232K +943 +9%
DOA
772
D'Orazio & Associates
Virginia
$2.86M -$353K -1,433 -11%
IRAG
773
Investment Research & Advisory Group
Georgia
$2.85M -$279K -1,133 -9%
Fiera Capital (Canada)
774
Fiera Capital (Canada)
Quebec, Canada
$2.84M
CFS
775
Coordinated Financial Services
Colorado
$2.84M +$2.9M +11,801 New

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.