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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
WOC
1176
West Oak Capital
California
$1M
IWB
1177
Innovative Wealth Building
Maryland
$1M +$1.02M +4,163 New
CPSAC
1178
Chas P. Smith & Associates (CPS)
Florida
$998K
AL
1179
ACAS LLC
California
$997K -$115K -469 -11%
DI
1180
Disciplined Investments
Oklahoma
$996K +$984 +4 +0.1%
TI
1181
Tidal Investments
Wisconsin
$994K +$1.02M +4,138 New
LPAM
1182
Lodestar Private Asset Management
California
$992K +$28.8K +117 +3%
1SB
1183
1ST Source Bank
Indiana
$989K
HNWAG
1184
High Net Worth Advisory Group
Florida
$987K +$152K +617 +18%
RTC
1185
Riverview Trust Company
Washington
$984K -$41.3K -168 -4%
LWM
1186
Luminvest Wealth Management
Arizona
$982K +$738 +3 +0.1%
DSA
1187
Droms Strauss Advisors
Missouri
$980K -$4.18K -17 -0.4%
WIA
1188
Wealthedge Investment Advisors
New York
$979K +$1M +4,074 New
WTFG
1189
Wells Trecaso Financial Group
Ohio
$977K +$1.23K +5 +0.1%
TF
1190
TME Financial
California
$974K +$1.01M +4,106 New
LDB
1191
Lee, Danner & Bass
Tennessee
$968K +$246 +1 +0%
MAM
1192
McLean Asset Management
Virginia
$968K -$1.16M -4,699 -54%
CWM
1193
Cahill Wealth Management
Michigan
$967K -$1.72K -7 -0.2%
BOJHT
1194
Bank of Jackson Hole Trust
Wyoming
$967K +$990K +4,024 New
NFC
1195
Northeast Financial Consultants
Connecticut
$966K +$282K +1,146 +40%
WCM
1196
Washburn Capital Management
Florida
$963K +$499K +2,030 +103%
VFIC
1197
Valley Forge Investment Consultants
Pennsylvania
$961K +$7.63K +31 +0.8%
RWA
1198
River Wealth Advisors
Pennsylvania
$959K -$2.21K -9 -0.2%
JWBC
1199
John W. Brooker & Co
California
$954K -$29.8K -121 -3%
LKBC
1200
L.K. Benson & Company
Maryland
$951K +$974K +3,958 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.