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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
QCM
1076
Quantinno Capital Management
New York
$1.32M +$246K +1,000 +22%
NJIM
1077
Nabity-Jensen Investment Management
Nebraska
$1.31M +$47K +191 +4%
CIC
1078
Carnegie Investment Counsel
Ohio
$1.31M +$80K +325 +6%
KFP
1079
KMG Fiduciary Partners
Ohio
$1.31M +$246 +1 +0%
BAM
1080
Belpointe Asset Management
Nevada
$1.3M -$223K -905 -14%
TA
1081
TFG Advisers
Michigan
$1.3M +$23.9K +97 +2%
KWMG
1082
King Wealth Management Group
Florida
$1.3M +$1.33M +5,403 New
Barrow, Hanley, Mewhinney & Strauss
1083
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3M +$1.33M +5,397 New
BMCM
1084
Bryn Mawr Capital Management
Pennsylvania
$1.3M -$103K -420 -7%
SWM
1085
Silverlake Wealth Management
Vermont
$1.29M -$208K -846 -14%
SHFA
1086
SC&H Financial Advisors
Maryland
$1.29M
JWM
1087
Jeppson Wealth Management
California
$1.29M -$492 -2 -0%
RCG
1088
Regatta Capital Group
California
$1.28M +$374K +1,520 +40%
BTI
1089
Blue Trust Inc
Georgia
$1.28M -$423K -1,719 -24%
FWA
1090
Flagship Wealth Advisors
Massachusetts
$1.27M +$1.3M +5,294 New
AC
1091
Addison Capital
Pennsylvania
$1.27M +$272K +1,105 +26%
WWM
1092
Western Wealth Management
Colorado
$1.27M -$87.1K -354 -6%
MW
1093
Maia Wealth
Colorado
$1.26M +$157K +639 +14%
FI
1094
FIDELIS iM
Oregon
$1.25M
ORC
1095
O'Rourke & Company
Massachusetts
$1.25M +$42.8K +174 +3%
HWMO
1096
Heritage Wealth Management (Ohio)
Ohio
$1.25M +$32.2K +131 +3%
LA
1097
LexAurum Advisors
Kansas
$1.24M +$951K +3,863 +297%
PP
1098
Patron Partners
Texas
$1.24M +$158K +642 +14%
FBFS
1099
First Business Financial Services
Wisconsin
$1.23M
CIA
1100
Choate Investment Advisors
Massachusetts
$1.23M

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.