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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
EI
101
Ellevest Inc
New York
$43.7M -$416K -1,690 -0.9%
JIC
102
Joel Isaacson & Co
New York
$43.6M +$6.04M +24,549 +16%
CI
103
CX Institutional
Indiana
$43.2M +$13.1M +53,037 +42%
NA
104
NewEdge Advisors
Louisiana
$42.4M +$3.08M +12,524 +8%
CTC
105
Central Trust Company
Missouri
$41.9M -$445K -1,810 -1%
TTWM
106
TCV Trust & Wealth Management
Virginia
$41.9M -$231K -937 -0.5%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$41.7M +$3.2K +13 +0%
CL
108
Choreo LLC
Illinois
$41.5M +$6.41M +26,056 +11%
SW
109
SoFi Wealth
California
$41.4M +$1.91M +7,771 +5%
GC
110
Garde Capital
Washington
$41.3M -$915K -3,717 -2%
PA
111
Parallel Advisors
California
$40.3M +$88.8K +361 +0.2%
MG
112
MilWealth Group
Wisconsin
$39.7M -$582K -2,364 -1%
DIA
113
Davidson Investment Advisors
Montana
$39.3M +$41.8K +170 +0.1%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$38.5M +$8.93M +36,273 +29%
MCIA
115
Mountain Capital Investment Advisors
Colorado
$38.2M +$13.9M +56,365 +58%
AFAS
116
Acorn Financial Advisory Services
Virginia
$36.8M +$86.4K +351 +0.2%
IFPL
117
Investments & Financial Planning LLC
Kentucky
$36.5M -$247K -1,005 -0.7%
CFFP
118
Center for Financial Planning
Michigan
$36.5M +$847K +3,442 +2%
HIMC
119
Heritage Investors Management Corp
Maryland
$35.8M -$349K -1,419 -0.9%
BI
120
Ballast Inc
Kentucky
$35.7M +$2.13M +8,660 +6%
AA
121
Aufman Associates
Pennsylvania
$35.3M -$281K -1,143 -0.8%
Betterment LLC
122
Betterment LLC
New York
$34.9M -$967K -3,928 -3%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$34.7M +$1.49M +6,056 +4%
W
124
Wealthquest
Ohio
$34.7M +$354K +1,439 +1%
CCG
125
Chatham Capital Group
Georgia
$34.5M +$645K +2,622 +2%

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.