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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
TPWA
1051
Twin Peaks Wealth Advisors
California
$1.38M +$102K +415 +8%
CMBA
1052
C.M. Bidwell & Associates
Hawaii
$1.38M +$6.15K +25 +0.4%
FFP
1053
Freedom Financial Partners
Minnesota
$1.37M +$1.41M +5,721 New
LG
1054
LAM Group
Oregon
$1.37M
PCS
1055
Private Client Services
Kentucky
$1.36M -$572K -2,326 -29%
MWP
1056
Meridian Wealth Partners
Pennsylvania
$1.36M -$20.2K -82 -1%
CPA
1057
Cardiff Park Advisors
California
$1.36M +$8.61K +35 +0.6%
EPP
1058
ETF Portfolio Partners
Kansas
$1.36M -$435K -1,767 -24%
WWA
1059
Wisconsin Wealth Advisors
Wisconsin
$1.36M +$1.39M +5,641 New
MWM
1060
Modern Wealth Management
Kansas
$1.35M +$1.03M +4,192 +294%
PCP
1061
Proficio Capital Partners
Massachusetts
$1.35M +$34K +138 +3%
GSF
1062
Grove Street Fiduciary
New Hampshire
$1.35M +$1.38M +5,612 New
CWA
1063
Cornerstone Wealth Advisors
Minnesota
$1.34M -$56.8K -231 -4%
CCA
1064
Clarity Capital Advisors
Florida
$1.34M +$733K +2,979 +115%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$1.34M -$27.6K -112 -2%
CT
1066
Coastline Trust
Rhode Island
$1.34M +$3.94K +16 +0.3%
PFGIA
1067
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$98.2K +399 +8%
NAM
1068
NorthCrest Asset Manangement
Minnesota
$1.33M +$1.37M +5,550 New
Deutsche Bank
1069
Deutsche Bank
Germany
$1.33M -$330K -1,340 -19%
AP
1070
Adero Partners
California
$1.33M -$25.6K -104 -2%
BFIM
1071
Beese Fulmer Investment Management
Ohio
$1.33M +$241K +981 +22%
QCG
1072
Quadrant Capital Group
Ohio
$1.33M -$10.8K -44 -0.8%
DWM
1073
Defined Wealth Management
Oregon
$1.32M -$5.91K -24 -0.4%
TP
1074
Tranquility Partners
Tennessee
$1.32M +$33.7K +137 +3%
CIA
1075
Capital Investment Advisors
Georgia
$1.32M +$137K +557 +11%

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.