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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
ATI
1301
ARK & TLK Investments
Oklahoma
$780K
MPCG
1302
Matrix Private Capital Group
New York
$779K +$12.3K +50 +2%
WC
1303
Waterloo Capital
Texas
$779K -$213K -865 -21%
BST
1304
Bath Savings Trust
Maine
$778K +$40.8K +166 +5%
FPW
1305
Flywheel Private Wealth
California
$776K +$795K +3,230 New
First Trust Advisors
1306
First Trust Advisors
Illinois
$774K +$793K +3,221 New
PRTG
1307
Post Resch Tallon Group
New York
$772K +$792K +3,217 New
TKP
1308
Tallon Kerry Patrick
$772K +$792K +3,217 New
MAWA
1309
Moss Adams Wealth Advisors
Washington
$770K +$788K +3,203 New
ZB
1310
Zions Bancorporation
Utah
$768K
EL
1311
EWA LLC
Pennsylvania
$766K +$65.2K +265 +9%
WP
1312
WealthShield Partners
North Carolina
$763K -$18.7K -76 -2%
CWMS
1313
Cannon Wealth Management Services
North Carolina
$762K +$145K +588 +23%
FHB
1314
First Hawaiian Bank
Hawaii
$761K +$779K +3,166 New
SIM
1315
Stratos Investment Management
Ohio
$759K +$264K +1,073 +51%
WCF
1316
West Coast Financial
California
$759K
AF
1317
Apexium Financial
Texas
$758K +$86.1K +350 +12%
AW
1318
Alteri Wealth
California
$757K +$775K +3,150 New
AGC
1319
Aspen Grove Capital
Colorado
$755K +$53.9K +219 +7%
BBNB
1320
Baker Boyer National Bank
Washington
$753K -$1.97K -8 -0.3%
EC
1321
Estate Counselors
Wisconsin
$752K +$455K +1,850 +145%
WJA
1322
Willis Johnson & Associates
Texas
$747K +$4.92K +20 +0.6%
MAM
1323
Madison Asset Management
Wisconsin
$746K +$764K +3,106 New
MIA
1324
Madison Investment Advisors
Wisconsin
$746K +$764K +3,106 New
TWM
1325
Trevian Wealth Management
Massachusetts
$746K +$738 +3 +0.1%

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.