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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
TIM
776
Tortoise Investment Management
New York
$2.83M +$11.3K +46 +0.4%
KFA
777
Kelleher Financial Advisors
New York
$2.83M +$307K +1,246 +12%
AHC
778
Anderson Hoagland & Co
Missouri
$2.82M -$654K -2,656 -19%
BC
779
Barrett & Company
Rhode Island
$2.8M -$45K -183 -2%
SMC
780
Smith, Moore & Co
Missouri
$2.8M -$127K -518 -4%
NEPWA
781
New England Private Wealth Advisors
Massachusetts
$2.8M +$604K +2,455 +27%
NEWAS
782
N.E.W. Advisory Services
Wisconsin
$2.79M +$106K +429 +4%
CI
783
Cordant Inc
Oregon
$2.77M -$16.7K -68 -0.6%
OGF
784
Orin Green Financial
California
$2.76M -$2.92M -11,849 Closed
PA
785
Procyon Advisors
Connecticut
$2.75M +$72.6K +295 +3%
G
786
Gainplan
Michigan
$2.74M -$13.3K -54 -0.5%
MGWA
787
Monument Group Wealth Advisors
Massachusetts
$2.74M -$79.7K -324 -3%
DF
788
Dunhill Financial
United Kingdom
$2.74M -$5.17M -21,023 -65%
SW
789
SkyOak Wealth
Michigan
$2.73M +$33.7K +137 +1%
CWM
790
Cranbrook Wealth Management
Michigan
$2.72M +$53.9K +219 +2%
FCM
791
Family Capital Management
Michigan
$2.7M +$197K +799 +8%
DWT
792
Dorsey & Whitney Trust
South Dakota
$2.68M -$64.2K -261 -2%
SSI
793
Scott & Selber Inc
Texas
$2.68M +$2.74M +11,148 New
WFA
794
Wells Financial Advisors
Massachusetts
$2.68M -$342K -1,391 -11%
TFM
795
TFC Financial Management
Massachusetts
$2.67M -$32.2K -131 -1%
HFAS
796
Hummer Financial Advisory Services
Illinois
$2.65M
MMRF
797
Michelson Medical Research Foundation
California
$2.65M -$1.94M -7,900 -42%
RCM
798
Radnor Capital Management
Pennsylvania
$2.65M -$1.45M -5,911 -35%
JWA
799
JFS Wealth Advisors
Pennsylvania
$2.64M +$246 +1 +0%
KA
800
Klingman & Associates
New York
$2.64M -$22.9K -93 -0.8%

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.