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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
SWM
1276
Segment Wealth Management
Texas
$818K +$2.95K +12 +0.4%
MGWM
1277
Marks Group Wealth Management
Minnesota
$818K +$1.97K +8 +0.2%
BSB
1278
Bangor Savings Bank
Maine
$814K -$7.63K -31 -0.9%
PD
1279
Planning Directions
Pennsylvania
$811K -$54.6K -222 -6%
MFA
1280
Mayflower Financial Advisors
Massachusetts
$811K -$62.3K -253 -7%
COCM
1281
Charter Oak Capital Management
New Hampshire
$811K +$14.8K +60 +2%
BBPWM
1282
Blue Bell Private Wealth Management
Pennsylvania
$810K
ATS
1283
Ashton Thomas Securities
New York
$807K -$25.6K -104 -3%
VCA
1284
Verdence Capital Advisors
Maryland
$804K +$392K +1,592 +91%
FPTW
1285
Franklin, Parlapiano, Turner & Welch
Texas
$804K
MWA
1286
Midland Wealth Advisors
Illinois
$803K -$120K -487 -13%
SIA
1287
Schechter Investment Advisors
Michigan
$802K +$204K +831 +33%
BONH
1288
Bank of New Hampshire
New Hampshire
$800K
RSS
1289
Rosenblum Silverman Sutton
California
$798K -$34.4K -140 -4%
SJL
1290
Shayne & Jacobs LLC
Tennessee
$798K
LWM
1291
Lyell Wealth Management
California
$797K -$80.5K -327 -9%
BCM
1292
Becker Capital Management
Oregon
$796K
GSWM
1293
Golden State Wealth Management
California
$796K +$815K +3,311 New
GK
1294
Graney & King
New York
$795K +$814K +3,310 New
SWA
1295
Sterling Wealth Advisors
Florida
$795K +$814K +3,308 New
FMI
1296
F/M Investments
District of Columbia
$794K +$40.1K +163 +5%
AWM
1297
Arista Wealth Management
Nevada
$792K -$4.43K -18 -0.5%
BWM
1298
Birchcreek Wealth Management
Ohio
$789K +$32.7K +133 +4%
BBHC
1299
Brown Brothers Harriman & Co
New York
$789K +$125K +506 +18%
AIM
1300
Advyzon Investment Management
Illinois
$783K +$801K +3,257 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.