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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
RCWM
976
Red Crane Wealth Management
California
$1.69M +$1.73M +7,035 New
IVP
977
Intrinsic Value Partners
Arizona
$1.69M -$36.9K -150 -2%
FSBI
978
Fearless Solutions (Best Invest)
Texas
$1.68M +$1.72M +6,979 New
AFO
979
Arrowroot Family Office
California
$1.67M -$309K -1,257 -15%
PIFP
980
Partners in Financial Planning
Virginia
$1.67M +$3.94K +16 +0.2%
SWM
981
SeaCrest Wealth Management
New York
$1.67M +$38.4K +156 +2%
CWMGO
982
Capstone Wealth Management Group (Oregon)
Oregon
$1.67M +$1.71M +6,939 New
ZF
983
Zhang Financial
Michigan
$1.67M +$72.3K +294 +4%
FCBT
984
First Citizens Bank & Trust
North Carolina
$1.66M +$48.7K +198 +3%
FTUS
985
Flow Traders U.S.
New York
$1.66M +$1.7M +6,899 New
CPSC
986
Carl P. Sherr & Co
Massachusetts
$1.66M -$23.1K -94 -1%
BW
987
BXM Wealth
Colorado
$1.65M +$1.69M +6,869 New
PI
988
PFG Investments
New York
$1.65M -$56.1K -228 -3%
FNBT
989
FineMark National Bank & Trust
Florida
$1.65M +$984 +4 +0.1%
RBC
990
Romano Brothers & Co
Illinois
$1.64M
TWA
991
TCI Wealth Advisors
Arizona
$1.64M -$129K -524 -7%
Chevy Chase Trust
992
Chevy Chase Trust
Maryland
$1.64M +$750K +3,048 +81%
SIAS
993
Summit Investment Advisory Services
Minnesota
$1.62M +$3.44K +14 +0.2%
AWA
994
Aaron Wealth Advisors
Illinois
$1.61M +$49.5K +201 +3%
CFO
995
Custos Family Office
Texas
$1.61M -$31K -126 -2%
TFA
996
Trinity Financial Advisors
Ohio
$1.6M -$720K -2,928 -31%
ASW
997
Astoria Strategic Wealth
Texas
$1.6M +$1.23K +5 +0.1%
CFGSD
998
Compass Financial Group (South Dakota)
South Dakota
$1.59M +$3.69K +15 +0.2%
SFG
999
Sunburst Financial Group
Alabama
$1.59M -$54.4K -221 -3%
IF
1000
Ironwood Financial
Arizona
$1.58M -$7.87K -32 -0.5%

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.