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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
CCA
1201
Conservest Capital Advisors
Pennsylvania
$950K +$5.66K +23 +0.6%
AMM
1202
American Money Management
California
$950K -$76K -309 -7%
SWM
1203
SFG Wealth Management
Maryland
$950K -$15K -61 -2%
TCM
1204
Traynor Capital Management
Pennsylvania
$947K -$42.1K -171 -4%
LFA
1205
Level Financial Advisors
New York
$947K +$296K +1,204 +44%
BFM
1206
Boston Financial Management
Massachusetts
$946K
XF
1207
XML Financial
Maryland
$944K +$135K +547 +16%
FL
1208
FreeGulliver LLC
Louisiana
$941K +$8.61K +35 +0.9%
BRIA
1209
Balanced Rock Investment Advisors
Massachusetts
$941K -$38.6K -157 -4%
CCM
1210
Carlson Capital Management
Minnesota
$938K +$45.5K +185 +5%
FA
1211
Fiduciary Alliance
South Carolina
$938K +$71.8K +292 +8%
FCIM
1212
Fairview Capital Investment Management
California
$936K +$24.6K +100 +3%
KA
1213
Kovack Advisors
Florida
$935K +$124K +505 +15%
OIA
1214
Optimum Investment Advisors
Illinois
$929K +$98.4K +400 +12%
SAM
1215
SignalPoint Asset Management
Missouri
$925K -$91.3K -371 -9%
GWA
1216
GGM Wealth Advisors
Maryland
$924K +$203K +827 +27%
FWIA
1217
Fort Washington Investment Advisors
Ohio
$923K +$3.44K +14 +0.4%
MSF
1218
Mustard Seed Financial
Arkansas
$920K +$65.9K +268 +8%
LWMNY
1219
Landmark Wealth Management (New York)
New York
$918K -$1.97K -8 -0.2%
FA
1220
FC Advisory
Pennsylvania
$918K -$18.9K -77 -2%
GWA
1221
Geometric Wealth Advisors
District of Columbia
$917K +$73.8K +300 +9%
KCIC
1222
Kuhn & Co Investment Counsel
Illinois
$916K -$9.6K -39 -1%
FIM
1223
Freedom Investment Management
Connecticut
$915K +$127K +516 +16%
LC
1224
Luminist Capital
Michigan
$914K +$936K +3,804 New
BWA
1225
Bordeaux Wealth Advisors
California
$911K -$36.4K -148 -4%

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.