We are live on ! Find out more
VB icon

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
SFS
851
Security Financial Services
Indiana
$2.36M -$1.97K -8 -0.1%
WP
852
Wealthspan Partners
Iowa
$2.35M +$42.3K +172 +2%
SYBT
853
Stock Yards Bank & Trust
Kentucky
$2.34M -$190K -771 -7%
EWA
854
Encompass Wealth Advisors
Oregon
$2.34M +$16.2K +66 +0.7%
AIP
855
Ameritas Investment Partners
Nebraska
$2.34M -$4.51M -18,316 -65%
MF
856
Manuka Financial
Virginia
$2.34M +$2.39M +9,721 New
EGWAG
857
Elwood & Goetz Wealth Advisory Group
Georgia
$2.33M +$15.7K +64 +0.7%
WA
858
WPG Advisers
Maryland
$2.32M +$2.38M +9,671 New
WIM
859
Westside Investment Management
California
$2.32M +$2.46K +10 +0.1%
WAG
860
Wiser Advisor Group
Arizona
$2.3M +$8.37K +34 +0.4%
SWM
861
SigFig Wealth Management
California
$2.27M -$115K -468 -5%
HWP
862
Heritage Wealth Partners
Ohio
$2.25M -$491K -1,994 -18%
Neuberger Berman Group
863
Neuberger Berman Group
New York
$2.24M +$1.27M +5,159 +124%
SFA
864
Semmax Financial Advisors
North Carolina
$2.24M -$1.76M -7,164 -44%
KHCM
865
Kirtland Hills Capital Management
Ohio
$2.23M +$1.17M +4,765 +105%
LWM
866
Liberty Wealth Management
California
$2.21M -$84.4K -343 -4%
BAM
867
BOS Asset Management
Illinois
$2.21M +$931K +3,785 +70%
SWP
868
Sagespring Wealth Partners
Tennessee
$2.2M +$2.26M +9,176 New
PWM
869
Paulson Wealth Management
Illinois
$2.2M -$649K -2,638 -22%
EP
870
Essential Planning
New Hampshire
$2.19M +$1.85M +7,524 +510%
CI
871
Conning Inc
Connecticut
$2.18M
PIA
872
Perennial Investment Advisors
California
$2.18M +$228K +928 +11%
MSWMA
873
Market Street Wealth Management Advisors
Indiana
$2.17M -$5.41K -22 -0.2%
CA
874
CGN Advisors
Kansas
$2.16M -$33.5K -136 -1%
IWC
875
Infinity Wealth Counsel
Ohio
$2.15M +$2.2M +8,946 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.