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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
CPIG
126
Chicago Partners Investment Group
Illinois
$34.3M +$1.38M +5,602 +4%
MLFP
127
MPS Loria Financial Planners
Illinois
$34.1M -$142K -579 -0.4%
AllianceBernstein
128
AllianceBernstein
Tennessee
$33.3M -$1.57M -6,387 -4%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$33M +$1.99M +8,092 +6%
NW
130
NewEdge Wealth
Pennsylvania
$33M -$759K -3,084 -2%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$33M -$1.45M -5,873 -4%
SCA
132
Scott Capital Advisors
Oregon
$32.4M -$306K -1,245 -0.9%
BTWM
133
Brass Tax Wealth Management
Ohio
$31.9M +$46.3K +188 +0.1%
AWS
134
Atria Wealth Solutions
New York
$31.8M -$3.6M -14,632 -10%
WF
135
Whelan Financial
California
$31.6M -$395K -1,604 -1%
SAM
136
SP Asset Management
California
$31.5M +$49.7K +202 +0.2%
MA
137
Montag & Associates
Georgia
$30.8M +$6.96M +28,273 +28%
CTB
138
Country Trust Bank
Illinois
$30.5M -$1.36M -5,510 -4%
SA
139
Sanctuary Advisors
Indiana
$30.5M +$243K +987 +0.8%
RFC
140
Regions Financial Corp
Alabama
$30.3M -$2.18M -8,867 -7%
CIAS
141
CBIZ Investment Advisory Services
Ohio
$30.3M +$289K +1,175 +0.9%
Northern Trust
142
Northern Trust
Illinois
$30.2M +$2.29M +9,291 +8%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$30.2M -$4.71M -19,159 -13%
AWM
144
Avior Wealth Management
Nebraska
$29.8M +$469K +1,907 +2%
ANTB
145
AMG National Trust Bank
Colorado
$29.3M +$755K +3,069 +3%
BlackRock
146
BlackRock
New York
$29.1M -$22.9M -93,264 -43%
RC
147
Randolph Company
Ohio
$29.1M +$123K +498 +0.4%
ACI
148
Alpha Cubed Investments
California
$28.8M +$7.28M +29,606 +33%
CHP
149
Cable Hill Partners
Oregon
$28.7M +$767K +3,119 +3%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.9M -$2.35M -9,562 -8%

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.