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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
RWM
1126
Rockwood Wealth Management
Pennsylvania
$1.17M -$156K -635 -12%
PA
1127
Probity Advisors
Texas
$1.16M -$168K -684 -12%
AG
1128
Advocate Group
Minnesota
$1.16M +$70.1K +285 +6%
LBC
1129
Lowe Brockenbrough & Co
Virginia
$1.16M -$17.5K -71 -1%
ICCON
1130
Investment Counsel Company of Nevada
Nevada
$1.15M +$1.18M +4,803 New
CWA
1131
Cascade Wealth Advisors
Washington
$1.15M -$105K -426 -8%
EFG
1132
Everhart Financial Group
Ohio
$1.15M +$65K +264 +6%
FW
1133
Fairway Wealth
Ohio
$1.14M +$78.7K +320 +7%
CT
1134
Colonial Trust
South Carolina
$1.14M -$69.9K -284 -6%
HP
1135
Holistic Planning
Texas
$1.14M -$168K -683 -13%
CCT
1136
Capital City Trust
Florida
$1.14M +$229K +929 +24%
VIM
1137
Vista Investment Management
Pennsylvania
$1.12M -$34.9K -142 -3%
PTC
1138
Private Trust Company
Ohio
$1.12M +$240K +974 +27%
MIC
1139
Meridian Investment Counsel
California
$1.12M +$135K +550 +13%
JCM
1140
Jag Capital Management
Missouri
$1.11M
FPL
1141
Fortress Private Ledger
North Carolina
$1.1M +$1.13M +4,590 New
RPGK
1142
Retirement Planning Group (Kansas)
Kansas
$1.1M +$984 +4 +0.1%
MWA
1143
Medallion Wealth Advisors
Connecticut
$1.1M +$1.17M +4,760 New
SG
1144
Somerset Group
Minnesota
$1.1M -$47.2K -192 -4%
UF
1145
Univest Financial
Pennsylvania
$1.09M +$671K +2,727 +149%
SCA
1146
Stillwater Capital Advisors
Pennsylvania
$1.09M -$105K -425 -9%
SNBOSD
1147
Security National Bank of So Dak
Iowa
$1.09M
HCM
1148
Hall Capital Management
Rhode Island
$1.08M +$1.11M +4,493 New
OA
1149
Oxbow Advisors
Texas
$1.08M -$40.8K -166 -4%
WP
1150
WMS Partners
Maryland
$1.08M -$253K -1,028 -19%

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.