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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
PMWMG
1651
Parr McKnight Wealth Management Group
Minnesota
$379K +$388K +1,576 New
TCM
1652
TruNorth Capital Management
Michigan
$379K -$1.72K -7 -0.4%
EWM
1653
Elmwood Wealth Management
California
$378K -$27.8K -113 -7%
DACG
1654
Donor Advised Charitable Giving
California
$377K
MPCA
1655
Madison Park Capital Advisors
Washington
$376K -$28.5K -116 -7%
SP
1656
Sequent Planning
Nebraska
$374K
JWM
1657
JGP Wealth Management
Oregon
$374K +$7.14K +29 +2%
MFA
1658
Morling Financial Advisors
California
$374K
WPW
1659
Warther Private Wealth
Ohio
$373K
ECM
1660
EagleClaw Capital Management
Massachusetts
$372K
ACM
1661
Absolute Capital Management
Pennsylvania
$372K +$50.2K +204 +15%
SFP
1662
Shepherd Financial Partners
Massachusetts
$372K
CAWM
1663
Capital Advisors Wealth Management
Washington
$372K +$20.9K +85 +6%
AG
1664
AmeriFlex Group
Nevada
$371K +$365K +1,485 New
JSA
1665
Jim Saulnier & Associates
Colorado
$371K +$8.86K +36 +2%
KFI
1666
Key Financial Inc
Pennsylvania
$367K +$23.9K +97 +7%
AA
1667
Apriem Advisors
California
$366K +$104K +422 +38%
EBA
1668
Eagle Bay Advisors
New York
$365K -$15.7K -64 -4%
HCP
1669
Hardin Capital Partners
South Carolina
$365K -$738 -3 -0.2%
TC
1670
TAP Consulting
Missouri
$365K +$2.21K +9 +0.6%
KFP
1671
Keener Financial Planning
Texas
$364K -$8.86K -36 -2%
I
1672
INVST
Indiana
$364K +$51.9K +211 +16%
DDC
1673
DF Dent & Co
Maryland
$363K
SIM
1674
Synergy Investment Management
Florida
$361K +$370K +1,505 New
PJSIMP
1675
P.J. Schmidt Investment Management (PJS)
Wisconsin
$361K -$1.72K -7 -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.