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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
CF
1151
Claris Financial
Virginia
$1.08M +$1.1M +4,475 New
EWM
1152
Elevatus Welath Management
New York
$1.07M -$90.3K -367 -8%
CWM
1153
Consultiva Wealth Management
Puerto Rico
$1.07M -$47.7K -194 -4%
SCM
1154
Sunbeam Capital Management
Georgia
$1.07M +$1.1M +4,456 New
HCC
1155
Hirtle Callaghan & Co
Pennsylvania
$1.06M -$443K -1,799 -29%
FIA
1156
Foundations Investment Advisors
Arizona
$1.06M +$129K +525 +14%
LWP
1157
Laurel Wealth Planning
Minnesota
$1.06M -$69.1K -281 -6%
EW
1158
Elyxium Wealth
California
$1.05M +$215K +875 +25%
NFP
1159
NorthLanding Financial Partners
New York
$1.05M +$22.1K +90 +2%
DPI
1160
Diversified Portfolios Inc
Michigan
$1.05M +$2.71K +11 +0.3%
RFS
1161
Richardson Financial Services
Massachusetts
$1.04M -$419K -1,701 -28%
CFG
1162
Cooper Financial Group
California
$1.04M +$104K +424 +11%
BOM
1163
Bank of Marin
California
$1.03M
BFA
1164
Beaumont Financial Advisors
Massachusetts
$1.03M +$64.5K +262 +6%
NGA
1165
Naples Global Advisors
Florida
$1.03M +$492 +2 +0%
TCM
1166
TABR Capital Management
California
$1.03M +$1.05M +4,279 New
S
1167
Sachetta
Massachusetts
$1.03M -$1.97K -8 -0.2%
HIA
1168
Harbor Investment Advisory
Maryland
$1.02M -$29.3K -119 -3%
VFP
1169
Verus Financial Partners
Virginia
$1.02M -$38.1K -155 -3%
ADL
1170
Asset Dedication LLC
California
$1.02M -$2.47M -10,035 -70%
FA
1171
Forefront Analytics
Pennsylvania
$1.02M -$52.2K -212 -5%
BFO
1172
Biltmore Family Office
North Carolina
$1.02M
OWA
1173
Oak Wealth Advisors
Illinois
$1.01M +$1.04M +4,213 New
FFA
1174
Florida Financial Advisors
Florida
$1.01M +$419K +1,701 +68%
FAN
1175
Financial Advisors Network
California
$1.01M +$1.03M +4,189 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.