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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
PMFA
1326
Plante Moran Financial Advisors
Michigan
$740K +$360K +1,463 +90%
NG
1327
Northstar Group
New York
$739K +$1.23K +5 +0.2%
MA
1328
MJP Associates
Connecticut
$738K +$8.12K +33 +1%
GWS
1329
Glassman Wealth Services
Virginia
$732K
TFCP
1330
Twin Focus Capital Partners
Massachusetts
$730K -$635K -2,579 -46%
MSA
1331
Marathon Strategic Advisors
Pennsylvania
$729K -$11.3K -46 -1%
PAS
1332
PKS Advisory Services
New York
$729K +$746K +3,033 New
PWM
1333
Pines Wealth Management
North Carolina
$729K +$753K +3,061 New
IA
1334
IFG Advisory
Georgia
$727K +$745K +3,027 New
SFSG
1335
Sound Financial Strategies Group
Mississippi
$724K -$66.9K -272 -8%
PCM
1336
Passive Capital Management
Maryland
$724K +$246K +1,000 +50%
EFA
1337
Evernest Financial Advisors
Indiana
$723K
PPA
1338
Pacific Point Advisors
California
$723K +$716K +2,908 New
PI
1339
Pachira Investments
California
$722K -$1.23K -5 -0.2%
PWW
1340
Pettyjohn Wood & White
Virginia
$722K +$492 +2 +0.1%
OA
1341
Operose Advisors
Wisconsin
$719K
AWP
1342
Astra Wealth Partners
New Jersey
$716K +$733K +2,979 New
FC
1343
Family CFO
California
$715K +$29K +118 +4%
FNB
1344
Farmers National Bank
Kentucky
$714K +$731K +2,972 New
DP
1345
Denver PWM
Colorado
$714K -$5.17K -21 -0.7%
JCM
1346
J2 Capital Management
Michigan
$709K +$726K +2,950 New
LW
1347
Linscomb Wealth
Texas
$706K +$738 +3 +0.1%
GWM
1348
GDS Wealth Management
Texas
$701K -$9.1K -37 -1%
CWA
1349
Canvas Wealth Advisors
Kansas
$700K +$435K +1,766 +154%
Fisher Asset Management
1350
Fisher Asset Management
Washington
$697K +$361K +1,467 +102%

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.