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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
LW
1226
Libra Wealth
California
$910K
DWS
1227
Discipline Wealth Solutions
South Carolina
$906K -$70.6K -287 -7%
ISFAN
1228
Investor's Fiduciary Advisor Network
Washington
$901K +$923K +3,752 New
TI
1229
Truepoint Inc
Ohio
$895K -$5.91K -24 -0.6%
SVWAG
1230
Sound View Wealth Advisors Group
Georgia
$893K -$104K -422 -10%
DAS
1231
DMKC Advisory Services
Iowa
$892K +$914K +3,714 New
JSL
1232
JT Stratford LLC
Georgia
$889K +$15.7K +64 +2%
EBWM
1233
Eagle Bluffs Wealth Management
Missouri
$885K +$5.41K +22 +0.6%
MAG
1234
M3 Advisory Group
Massachusetts
$885K +$93.3K +379 +11%
MWM
1235
MorganRosel Wealth Management
Colorado
$882K +$62K +252 +7%
WA
1236
Waterford Advisors
New York
$881K -$32.5K -132 -3%
GFM
1237
GEN Financial Management
Minnesota
$877K +$898K +3,649 New
SEP
1238
Southland Equity Partners
Missouri
$876K +$2.21K +9 +0.2%
CWP
1239
Clark Wealth Partners
Illinois
$876K +$897K +3,645 New
LIA
1240
LifePlan Investment Advisors
North Carolina
$870K +$62K +252 +7%
WCM
1241
Winthrop Capital Management
Indiana
$868K
VFG
1242
V2 Financial group
Illinois
$866K -$5.41K -22 -0.6%
LWM
1243
Lionshead Wealth Management
New York
$865K +$886K +3,600 New
SOAG
1244
Silver Oak Advisory Group
Oregon
$865K +$738 +3 +0.1%
MC
1245
Montag & Caldwell
Georgia
$865K -$9.84K -40 -1%
LFS
1246
Lutz Financial Services
Nebraska
$863K
CIA
1247
Cohen Investment Advisors
New Hampshire
$862K +$52.7K +214 +6%
CCA
1248
Cobblestone Capital Advisors
New York
$861K +$207K +840 +31%
ECM
1249
Exchange Capital Management
Michigan
$859K -$86.9K -353 -9%
MPM
1250
Meritage Portfolio Management
Kansas
$859K -$17.5K -71 -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.