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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
WFG
1751
Wills Financial Group
Virginia
$311K
TFP
1752
Traction Financial Partners
Wyoming
$311K +$34.4K +140 +12%
CA
1753
Cornerstone Advisory
Maryland
$311K +$738 +3 +0.2%
VPWA
1754
Vestia Personal Wealth Advisors
Indiana
$311K +$6.15K +25 +2%
RMC
1755
Resources Management Corp
Connecticut
$310K -$4.92K -20 -2%
TWP
1756
Tempus Wealth Planning
California
$310K -$7.38K -30 -2%
PWM
1757
Partners Wealth Management
California
$309K +$316K +1,285 New
CAM
1758
Covenant Asset Management
New Jersey
$309K -$5.91K -24 -2%
FTC
1759
Farmers Trust Company
Ohio
$309K
MWA
1760
Monograph Wealth Advisors
California
$307K
FWMP
1761
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$307K +$314K +1,277 New
STA
1762
Smith Thornton Advisors
Alabama
$307K
VFG
1763
Valley Financial Group
Pennsylvania
$306K +$1.48K +6 +0.5%
SWM
1764
Selective Wealth Management
Virginia
$305K -$59.5K -242 -16%
HA
1765
Herold Advisors
New York
$305K
OC
1766
Oakworth Capital
Alabama
$303K
EL
1767
Essex LLC
Illinois
$303K -$166K -676 -35%
SBIA
1768
Sheaff Brock Investment Advisors
Indiana
$303K +$92.5K +376 +43%
P
1769
Pitcairn
Pennsylvania
$302K
T
1770
Transce3nd
Texas
$302K +$309K +1,256 New
KW
1771
KWB Wealth
California
$301K
LWCFA
1772
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$300K
CFO
1773
Callan Family Office
Pennsylvania
$300K -$46.8K -190 -13%
SIC
1774
SJS Investment Consulting
Ohio
$298K
FB
1775
Finward Bancorp
Indiana
$297K +$305K +1,238 New

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.