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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
KL
1726
KWMG LLC
Kansas
$325K -$2.95K -12 -0.9%
DI
1727
Disciplined Investors
Texas
$325K +$334K +1,356 New
ARC
1728
Advisor Resource Council
Texas
$325K -$554K -2,253 -62%
APP
1729
Avantax Planning Partners
Iowa
$325K -$7.63K -31 -2%
BW
1730
Blalock Williams
Alabama
$325K +$332K +1,351 New
CEI
1731
Clark Estates Inc
New York
$324K
KFSN
1732
Keystone Financial Services (Nebraska)
Nebraska
$324K +$331K +1,347 New
AWA
1733
Amplius Wealth Advisors
Pennsylvania
$322K +$89.6K +364 +37%
FCC
1734
Flower City Capital
New York
$322K -$12.3K -50 -4%
BCMLT
1735
Beacon Capital Management LLC (Tennessee)
Tennessee
$320K -$42.1K -171 -11%
SFM
1736
Signet Financial Management
New Jersey
$320K +$328K +1,331 New
C
1737
Certuity
Florida
$320K -$2.21K -9 -0.7%
WFA
1738
WMG Financial Advisors
Tennessee
$319K +$13.8K +56 +4%
JWCA
1739
J.W. Coons Advisors
Ohio
$319K -$200K -813 -38%
NPT
1740
Nixon Peabody Trust
Massachusetts
$319K +$327K +1,327 New
VPF
1741
Vantage Point Financial
Illinois
$319K +$326K +1,326 New
NA
1742
Nottingham Advisors
New York
$317K -$602K -2,446 -65%
FH
1743
Financial Harvest
Florida
$317K +$324K +1,318 New
SWM
1744
SilverOak Wealth Management
Minnesota
$317K +$22.4K +91 +7%
HW
1745
Hancock Whitney
Mississippi
$316K
FOR
1746
Family Office Research
Maryland
$316K +$323K +1,313 New
RCA
1747
Resonant Capital Advisors
Wisconsin
$313K
DB
1748
Dravo Bay
Delaware
$312K +$84.6K +344 +36%
AWM
1749
Angeles Wealth Management
California
$312K
OFP
1750
OLIO Financial Planning
Virginia
$312K -$174K -707 -35%

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.