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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
KFS
1526
Kaizen Financial Strategies
California
$471K +$3.2K +13 +0.7%
TDC
1527
Thompson Davis & Co
Virginia
$470K
FDCP
1528
Foster Dykema Cabot & Partners
Massachusetts
$470K -$31.2K -127 -6%
AWC
1529
Adamsbrown Wealth Consultants
Kansas
$470K +$19.4K +79 +4%
HIM
1530
Harbour Investment Management
Washington
$469K
MWP
1531
Madison Wealth Partners
Wisconsin
$469K +$1.48K +6 +0.3%
MPW
1532
Melone Private Wealth
Michigan
$468K +$1.97K +8 +0.4%
SFG
1533
Synergy Financial Group
California
$468K +$5.91K +24 +1%
EFN
1534
Equita Financial Network
Pennsylvania
$467K +$492 +2 +0.1%
UWS
1535
Unique Wealth Strategies
Illinois
$467K -$15.3K -62 -3%
GAM
1536
GEM Asset Management
Michigan
$466K +$1.72K +7 +0.4%
KCPG
1537
Kavar Capital Partners Group
Kansas
$466K
LWM
1538
Lodestone Wealth Management
Washington
$466K +$738 +3 +0.2%
MIC
1539
Means Investment Company
Maine
$465K +$984 +4 +0.2%
DAS
1540
Diversify Advisory Services
Utah
$462K -$13.8K -56 -3%
DF
1541
DecisionPoint Financial
Arizona
$458K -$3.69K -15 -0.8%
WI
1542
Westbourne Investments
Virginia
$458K +$469K +1,905 New
CIS
1543
Continental Investors Services
Washington
$457K +$18K +73 +4%
TA
1544
TrueWealth Advisors
Alabama
$457K -$26.3K -107 -5%
NAM
1545
NTV Asset Management
West Virginia
$457K -$4.43K -18 -0.9%
OWP
1546
Obermeyer Wealth Partners
Colorado
$456K -$186K -757 -29%
RSF
1547
Rik Saylor Financial
Ohio
$455K +$466K +1,894 New
WMN
1548
Wealth Management Nebraska
Nebraska
$453K +$464K +1,887 New
DWA
1549
Douglass Winthrop Advisors
New York
$453K
BHWM
1550
Bar Harbor Wealth Management
New Hampshire
$453K +$2.46K +10 +0.5%

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.