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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
MPCL
1376
My Personal CFO LLC
Washington
$646K +$2.95K +12 +0.4%
MW
1377
MBL Wealth
North Carolina
$643K
DCM
1378
DGS Capital Management
New Jersey
$641K -$72.6K -295 -10%
AWM
1379
Accel Wealth Management
Iowa
$641K +$32K +130 +5%
NIA
1380
NIA Impact Advisors
California
$639K
RFA
1381
Resurgent Financial Advisors
Georgia
$639K +$655K +2,660 New
CD
1382
Chapin Davis
Maryland
$638K
MWA
1383
Moser Wealth Advisors
Washington
$635K +$7.14K +29 +1%
AT
1384
Avalon Trust
New Mexico
$634K -$19.7K -80 -3%
ES
1385
Eagle Strategies
New York
$634K -$1.99M -8,085 -75%
TWM
1386
Tumwater Wealth Management
Idaho
$633K +$648K +2,635 New
WWA
1387
Wingate Wealth Advisors
Massachusetts
$632K +$648K +2,632 New
AWM
1388
AllSquare Wealth Management
New York
$632K +$56.8K +231 +10%
SIS
1389
Strategic Investment Solutions
Illinois
$632K -$150K -611 -18%
CF
1390
Centaurus Financial
California
$631K +$13.5K +55 +2%
RWMH
1391
Riverpoint Wealth Management Holdings
Illinois
$631K +$4.18K +17 +0.7%
MWM
1392
Mascagni Wealth Management
Mississippi
$631K +$700K +2,845 New
AWA
1393
Adapt Wealth Advisors
Georgia
$631K -$143K -580 -18%
RGF
1394
Retirement Guys Formula
Ohio
$631K +$294K +1,193 +83%
PL
1395
Plancorp LLC
Missouri
$628K +$96K +390 +18%
FCB
1396
First County Bank
Connecticut
$626K +$76.5K +311 +14%
LGWM
1397
Litman Gregory Wealth Management
California
$623K
NB
1398
Nicolet Bankshares
Wisconsin
$621K
WCWM
1399
Willow Creek Wealth Management
California
$621K
AAMC
1400
Asset Allocation & Management Company
Illinois
$621K -$234K -950 -27%

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.