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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
LIM
151
Leavell Investment Management
Alabama
$27.8M +$127K +517 +0.4%
BFA
152
Bluestem Financial Advisors
Illinois
$27.3M -$7.38K -30 -0%
MWM
153
MBE Wealth Management
Wisconsin
$27.3M -$835K -3,394 -3%
UCFA
154
United Capital Financial Advisors
Texas
$27.2M -$72.8K -296 -0.3%
DIP
155
DT Investment Partners
Pennsylvania
$26.6M -$561K -2,280 -2%
WFM
156
Wolff Financial Management
Michigan
$26.5M +$27.8K +113 +0.1%
BOH
157
Bank of Hawaii
Hawaii
$26.5M -$2.19M -8,914 -7%
JFGLC
158
Johnson Financial Group LLC (Colorado)
Colorado
$26M -$1.12M -4,564 -4%
AFA
159
AA Financial Advisors
Ohio
$25.8M +$2.47M +10,031 +10%
MWP
160
Moller Wealth Partners
$25.7M -$1.63M -6,610 -6%
BBA
161
BLB&B Advisors
Pennsylvania
$25.6M -$1.49M -6,047 -5%
CA
162
Crewe Advisors
Utah
$25.6M
CJH
163
Christopher J. Hasenberg
Wisconsin
$25.5M +$26.1M +106,033 New
Brown Advisory
164
Brown Advisory
Maryland
$25.4M +$640K +2,602 +3%
IWC
165
Integrated Wealth Concepts
Massachusetts
$25.4M -$4.39M -17,847 -14%
EPM
166
Elm Partners Management
Pennsylvania
$25.3M -$3.88M -15,763 -13%
AAP
167
Arax Advisory Partners
Colorado
$25.3M +$957K +3,889 +4%
MWM
168
Modera Wealth Management
New Jersey
$25.2M +$6.99M +28,408 +37%
CW
169
CreativeOne Wealth
Kansas
$24.7M +$602K +2,448 +2%
NIM
170
Northeast Investment Management
Massachusetts
$24.7M +$3.59M +14,576 +17%
WIC
171
Woodmont Investment Counsel
Tennessee
$24.2M -$65.9K -268 -0.3%
GWA
172
Gratus Wealth Advisors
Virginia
$23.9M +$174K +706 +0.7%
AWMS
173
Advocacy Wealth Management Services
Georgia
$23.8M +$24.4M +99,113 New
SI
174
Stephens Inc
Arkansas
$23.7M +$849K +3,450 +4%
AFG
175
Atomi Financial Group
New York
$23.6M +$2.83M +11,512 +13%

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.