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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
EW
1601
Evoke Wealth
California
$425K +$140K +570 +48%
MTIC
1602
Missouri Trust & Investment Company
Missouri
$423K -$35.4K -144 -8%
TWM
1603
Tolleson Wealth Management
Texas
$423K
DWM
1604
Destination Wealth Management
California
$421K -$4.43K -18 -1%
RW
1605
RVW Wealth
California
$421K +$29.5K +120 +7%
LPT
1606
Legacy Private Trust
Wisconsin
$421K -$11.1K -45 -3%
FSA
1607
Fort Sheridan Advisors
Illinois
$421K -$22.4K -91 -5%
PCA
1608
Pallas Capital Advisors
Massachusetts
$419K +$3.2K +13 +0.8%
JSW
1609
Journey Strategic Wealth
New Jersey
$418K -$4.43K -18 -1%
HS
1610
Horan Securities
United States
$418K +$1.72K +7 +0.4%
HAS
1611
HBW Advisory Services
California
$416K +$3.44K +14 +0.8%
BIAS
1612
Beacon Investment Advisory Services
New Jersey
$416K
IWS
1613
Integrity Wealth Solutions
Colorado
$416K +$50.4K +205 +13%
TA
1614
TruWealth Advisors
Louisiana
$413K +$1.72K +7 +0.4%
JFG
1615
Jefferies Financial Group
New York
$413K +$423K +1,718 New
GFPC
1616
Global Financial Private Client
Florida
$413K +$1.72K +7 +0.4%
OPPS
1617
Obsidian Personal Planning Solutions
Maryland
$411K -$3.2K -13 -0.8%
BFG
1618
Bouchey Financial Group
New York
$410K +$5.91K +24 +1%
HPC
1619
HM Payson & Co
Maine
$410K +$44.3K +180 +12%
AMCA
1620
Arthur M. Cohen & Associates
Illinois
$410K
CWS
1621
Confluence Wealth Services
Pennsylvania
$408K -$2.46K -10 -0.6%
CAM
1622
Carret Asset Management
New York
$407K
WHC
1623
Wulff, Hansen & Co
California
$406K +$12.3K +50 +3%
PSCM
1624
Per Stirling Capital Management
Texas
$406K -$53.1K -216 -11%
IWP
1625
IAG Wealth Partners
Wisconsin
$404K -$18.7K -76 -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.