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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
CHJWM
1776
Carlton Hofferkamp & Jenks Wealth Management
Texas
$296K
TA
1777
TPG Advisors
Illinois
$296K +$11.1K +45 +4%
PWM
1778
Partnership Wealth Management
Maryland
$296K +$36.4K +148 +14%
MWG
1779
Martin Worley Group
Utah
$295K +$302K +1,228 New
AP
1780
Aspect Partners
Virginia
$295K
LMKC
1781
L.M. Kohn & Company
Ohio
$294K
HFS
1782
Howard Financial Services
Texas
$294K +$301K +1,223 New
PFA
1783
Portland Financial Advisors
New York
$293K +$300K +1,219 New
LOPW
1784
Live Oak Private Wealth
North Carolina
$292K
TSMHT
1785
Thurston Springer Miller Herd & Titak
Indiana
$292K +$65.7K +267 +28%
BMWM
1786
Brown Miller Wealth Management
Virginia
$292K +$14.8K +60 +5%
IAS
1787
Insigneo Advisory Services
Florida
$291K +$52.2K +212 +21%
WI
1788
WBI Investments
New Jersey
$290K +$297K +1,209 New
TC
1789
Trilogy Capital
California
$290K +$297K +1,207 New
MA
1790
MBA Advisors
Pennsylvania
$289K
NIWA
1791
New Insight Wealth Advisors
California
$289K +$29K +118 +11%
RPSA
1792
Richard P. Slaughter Associates
Texas
$289K
AV
1793
Aspiring Ventures
Ohio
$288K +$285K +1,158 New
SWM
1794
Shakespeare Wealth Management
Wisconsin
$286K +$246 +1 +0.1%
MNBTD
1795
Moody National Bank Trust Division
Texas
$285K
PW
1796
PUREfi Wealth
Massachusetts
$282K +$289K +1,175 New
EFP
1797
EnRich Financial Partners
Wisconsin
$281K -$5.17K -21 -2%
ITIM
1798
Indiana Trust & Investment Management
Indiana
$281K -$29.5K -120 -9%
CWM
1799
Campbell Wealth Management
Virginia
$281K +$16K +65 +6%
MAA
1800
Matrix Asset Advisors
New York
$281K +$246 +1 +0.1%

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.