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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
SFPG
1476
Stonebridge Financial Planning Group
Florida
$528K -$4.67K -19 -0.9%
LWA
1477
LifeGoal Wealth Advisors
New York
$527K +$540K +2,194 New
SW
1478
Simplicity Wealth
New Jersey
$527K +$313K +1,273 +138%
GWP
1479
Gen-Wealth Partners
Michigan
$527K
PWM
1480
Parkworth Wealth Management
California
$526K +$539K +2,191 New
OC
1481
Optima Capital
Oregon
$525K +$538K +2,185 New
SAM
1482
Silvercrest Asset Management
New York
$524K
AGP
1483
Aspire Growth Partners
Florida
$520K +$532K +2,162 New
PAA
1484
Peregrine Asset Advisers
Oregon
$519K -$64.5K -262 -11%
PWA
1485
Physician Wealth Advisors
Utah
$519K +$158K +644 +43%
IA
1486
Insight Advisors
Pennsylvania
$518K +$17.2K +70 +3%
Luther King Capital Management (LKCM)
1487
Luther King Capital Management (LKCM)
Texas
$517K
CKAIS
1488
Christensen King & Associates Investment Services
Washington
$516K +$246 +1 +0%
EFL
1489
ERn Financial LLC
Wisconsin
$515K -$27.6K -112 -5%
IPW
1490
Intergy Private Wealth
Colorado
$513K +$246 +1 +0%
FF
1491
Farnam Financial
Arizona
$512K -$17.2K -70 -3%
RW
1492
Rede Wealth
Virginia
$511K +$34.2K +139 +7%
CCWM
1493
Cassaday & Co Wealth Management
Virginia
$509K +$49.9K +203 +11%
LL
1494
LPWM LLC
Minnesota
$505K
CMMS
1495
Comprehensive Money Management Services
Florida
$504K +$516K +2,099 New
AWE
1496
Avidian Wealth Enterprises
Texas
$503K +$1.48K +6 +0.3%
LC
1497
Lincoln Capital
Nebraska
$502K +$164K +666 +47%
SWM
1498
Stockman Wealth Management
Montana
$502K -$78.5K -319 -13%
VPIM
1499
Vanguard Personalized Indexing Management
California
$502K -$23.4K -95 -4%
EFG
1500
Elios Financial Group
Ohio
$500K -$24.1K -98 -4%

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.