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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
TCOV
901
Trust Company of Vermont
Vermont
$1.95M +$95.5K +388 +5%
BHWM
902
Beaird Harris Wealth Management
Texas
$1.95M -$15.3K -62 -0.8%
HHWM
903
Hiley Hunt Wealth Management
Nebraska
$1.95M +$7.63K +31 +0.4%
MFGM
904
Marshall Financial Group (Maryland)
Maryland
$1.93M -$78.2K -318 -4%
EAM
905
Evanson Asset Management
California
$1.93M +$543K +2,208 +38%
PAM
906
Peak Asset Management
Colorado
$1.92M
FA
907
FDx Advisors
Illinois
$1.92M +$184K +749 +10%
CAAM
908
Cornerstone Advisors Asset Management
Pennsylvania
$1.9M +$181K +735 +10%
FFN
909
Focus Financial Network
Minnesota
$1.9M -$1.73M -7,027 -47%
GWMR
910
GC Wealth Management RIA
Massachusetts
$1.9M +$228K +925 +13%
HFS
911
Hughes Financial Services
Virginia
$1.9M +$1.94M +7,892 New
MCA
912
Maryland Capital Advisors
Maryland
$1.9M +$31.5K +128 +2%
GSWM
913
Greenup Street Wealth Management
Michigan
$1.89M -$266K -1,082 -12%
CWMGP
914
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.89M +$741K +3,012 +62%
AGWCA
915
Annis Gardner Whiting Capital Advisors
Florida
$1.89M +$105K +428 +6%
JFA
916
JNBA Financial Advisors
Minnesota
$1.89M -$25.1K -102 -1%
VC
917
Vicus Capital
Pennsylvania
$1.89M -$147K -599 -7%
DSC
918
Duncker Streett & Co
Missouri
$1.88M +$10.1K +41 +0.5%
MCM
919
MidAtlantic Capital Management
Virginia
$1.88M -$492 -2 -0%
CCM
920
Canal Capital Management
Virginia
$1.88M
CFO
921
Collective Family Office
Pennsylvania
$1.88M -$7.38K -30 -0.4%
SIA
922
Soltis Investment Advisors
Utah
$1.88M +$3.69K +15 +0.2%
HWM
923
Hohimer Wealth Management
Washington
$1.87M +$100K +407 +6%
SC
924
Schoolcraft Capital
Colorado
$1.86M -$18.2K -74 -0.9%
MFG
925
MidWestOne Financial Group
Iowa
$1.86M -$24.6K -100 -1%

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.