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Vanguard Small-Cap ETF

1,893 hedge funds and large institutions have $33B invested in Vanguard Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 825 increasing their positions, 666 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $40M | Put options by funds: $20.8M

59% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 86

24% more repeat investments, than reductions

Existing positions increased: 825 | Existing positions reduced: 666

7% more capital invested

Capital invested by funds: $30.8B → $33B (+$2.21B)

1% more funds holding

Funds holding: 1,8721,893 (+21)

1% more funds holding in top 10

Funds holding in top 10: 201203 (+2)

4.81% less ownership

Funds ownership: 63.32%58.51% (-4.8%)

Holders
1,893
Holders Change
+21
Holders Change %
+1.12%
% of All Funds
27.26%
Holding in Top 10
203
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1%
% of All Funds
2.92%
New
137
Increased
825
Reduced
666
Closed
86
Calls
$40M
Puts
$20.8M
Net Calls
+$19.2M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1426
Pallas Capital Advisors
Massachusetts
$397K -$9.89K -46 -3%
AT
1427
Arvest Trust
Oklahoma
$396K -$410K -1,907 -52%
VPIM
1428
Vanguard Personalized Indexing Management
California
$395K -$1.72K -8 -0.5%
CNB
1429
Camden National Bank
Maine
$394K +$8.17K +38 +2%
PTC
1430
Philadelphia Trust Company
Pennsylvania
$394K -$99.6K -463 -21%
AMCA
1431
Arthur M. Cohen & Associates
Illinois
$390K -$164K -762 -31%
CAM
1432
Carret Asset Management
New York
$387K +$10.8K +50 +3%
RZH
1433
Relyea Zuckerberg Hanson
Connecticut
$387K +$860 +4 +0.2%
TCM
1434
TruNorth Capital Management
Michigan
$387K +$364K +1,692 New
TCWM
1435
Total Clarity Wealth Management
Illinois
$386K +$9.89K +46 +3%
GFPC
1436
Global Financial Private Client
Florida
$385K +$4.73K +22 +1%
FCM
1437
Fortis Capital Management
Washington
$385K +$1.08K +5 +0.3%
NRW
1438
Nova R Wealth
Kansas
$385K +$61.1K +284 +20%
BFG
1439
Bouchey Financial Group
New York
$384K -$7.1K -33 -2%
HAM
1440
Harmony Asset Management
Arizona
$382K +$359K +1,669 New
SAI
1441
Savvy Advisors Inc
New York
$381K -$29.7K -138 -8%
PWM
1442
Partnership Wealth Management
Maryland
$379K +$645 +3 +0.2%
IWS
1443
Integrity Wealth Solutions
Colorado
$379K +$34K +158 +11%
WFS
1444
Weitzel Financial Services
Iowa
$379K
HCM
1445
Howland Capital Management
Massachusetts
$376K
CPCP
1446
Cedar Point Capital Partners
Iowa
$376K -$26.9K -125 -7%
BC
1447
Belmont Capital
California
$374K +$164K +763 +87%
SSWM
1448
Smith Salley Wealth Management
North Carolina
$373K -$83.7K -389 -19%
FA
1449
FF Advisors
California
$373K +$25.8K +120 +8%
AFG
1450
Altiora Financial Group
Ohio
$373K

VB Hedge Fund Activity: Q1 2024 in Review

1,893 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2024, worth a combined $33B — up 7.2% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new VB positions and 86 closed out — a net gain of 51 holders — while 825 added to existing stakes and 666 trimmed.

The largest buyer was Bank of America, adding an estimated $967M. The largest seller was Morgan Stanley, cutting an estimated $1.47B.

  • 1,893 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2024, up from 1,872 in Q4 2023.
  • Funds reported $33B of Vanguard Small-Cap ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 137 funds opened new Vanguard Small-Cap ETF positions in Q1 2024 and 86 closed out, a net change of +51 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $967M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.47B sold.

Based on aggregated 13F filings for Q1 2024.