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
CCC
1001
Compass Capital Corp
Massachusetts
$1.58M +$1.58M +6,408 New
RIM
1002
Rockbridge Investment Management
New York
$1.57M
BFG
1003
Baron Financial Group
New Jersey
$1.56M +$108K +440 +7%
TFA
1004
TPG Financial Advisors
Oregon
$1.55M +$892K +3,625 +128%
GWMIA
1005
Global Wealth Management Investment Advisory
Florida
$1.55M +$72.3K +294 +5%
ULWM
1006
Upper Left Wealth Management
Florida
$1.55M +$46K +187 +3%
NCTC
1007
New Covenant Trust Company
Indiana
$1.54M -$15.5K -63 -1%
SPI
1008
Santori & Peters Inc
Pennsylvania
$1.54M +$20.2K +82 +1%
TWM
1009
Topsail Wealth Management
North Carolina
$1.53M +$1.57M +6,386 New
OFG
1010
Opulen Financial Group
Virginia
$1.53M +$1.56M +6,351 New
CSWM
1011
Cassady Schiller Wealth Management
Ohio
$1.53M -$85.9K -349 -5%
AFG
1012
Allegheny Financial Group
Pennsylvania
$1.52M +$231K +938 +17%
WFA
1013
Wellspring Financial Advisors
Ohio
$1.52M +$246 +1 +0%
CWC
1014
Carolinas Wealth Consulting
North Carolina
$1.51M +$4.18K +17 +0.3%
OFP
1015
OFC Financial Planning
New Jersey
$1.51M +$1.55M +6,293 New
SWM
1016
Sanctuary Wealth Management
Idaho
$1.51M +$680K +2,764 +78%
CCFM
1017
Clear Creek Financial Management
Washington
$1.51M +$4.43K +18 +0.3%
UWM
1018
USAdvisors Wealth Management
Minnesota
$1.5M -$43.8K -178 -3%
EFA
1019
Edge Financial Advisors
Illinois
$1.5M -$2.21K -9 -0.1%
BIA
1020
Bell Investment Advisors
California
$1.49M +$57.1K +232 +4%
CIBC World Market
1021
CIBC World Market
Ontario, Canada
$1.49M +$137K +558 +10%
RWM
1022
Refined Wealth Management
Utah
$1.49M -$5.91K -24 -0.4%
SSWG
1023
Seven Springs Wealth Group
Tennessee
$1.48M
WCA
1024
Westover Capital Advisors
Delaware
$1.47M -$1.53M -6,213 -50%
Simplex Trading
1025
Simplex Trading
Illinois
$1.47M +$1.51M +6,122 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.