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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
AWA
1626
Alta Wealth Advisors
Massachusetts
$403K -$5.66K -23 -1%
AFA
1627
Antonelli Financial Advisors
Michigan
$403K +$413K +1,677 New
GIA
1628
GHP Investment Advisors
Colorado
$401K -$1.72K -7 -0.4%
CFP
1629
Comprehensive Financial Planning
Pennsylvania
$399K +$408K +1,660 New
SIC
1630
Sterling Investment Counsel
New York
$396K +$406K +1,649 New
WFS
1631
Weitzel Financial Services
Iowa
$396K -$9.1K -37 -2%
BPFA
1632
Barnes Pettey Financial Advisors
Mississippi
$395K +$1.72K +7 +0.4%
CT
1633
Clearstead Trust
Maine
$394K +$2.21K +9 +0.6%
HSA
1634
HBK Sorce Advisory
Pennsylvania
$394K -$42.1K -171 -9%
ICP
1635
Interchange Capital Partners
Pennsylvania
$393K -$26.6K -108 -6%
BC
1636
Bakala Capital
South Carolina
$393K +$2.71K +11 +0.7%
AFG
1637
Altiora Financial Group
Ohio
$392K
PSP
1638
Pacific Sage Partners
Washington
$391K
PFA
1639
Pillar Financial Advisors
Kentucky
$391K +$401K +1,629 New
KP
1640
Kitching Partners
Pennsylvania
$391K +$2.71K +11 +0.7%
TAM
1641
Tocqueville Asset Management
New York
$389K
KW
1642
Keyvantage Wealth
Pennsylvania
$388K +$398K +1,617 New
BTWM
1643
Baker Tilly Wealth Management
Wisconsin
$387K -$1.97K -8 -0.5%
AI
1644
Axos Invest
Nevada
$386K +$3.94K +16 +1%
CCG
1645
Coastwise Capital Group
California
$385K
CT
1646
Caldwell Trust
Florida
$384K -$12.3K -50 -3%
GLA
1647
Good Life Advisors
Pennsylvania
$383K -$310K -1,258 -44%
WA
1648
WealthTrust Axiom
Pennsylvania
$382K
RSA
1649
River Street Advisors
Illinois
$380K
CIAS
1650
Capital Investment Advisory Services
North Carolina
$379K +$24.9K +101 +7%

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.