We are live on ! Find out more
VB icon

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
AMIM
1801
Aull & Monroe Investment Management
Alabama
$281K
CCM
1802
Copeland Capital Management
Pennsylvania
$280K +$287K +1,167 New
HCA
1803
Heck Capital Advisors
Wisconsin
$280K +$1.97K +8 +0.7%
GWM
1804
GSB Wealth Management
Connecticut
$280K +$246 +1 +0.1%
WSWA
1805
Warren Street Wealth Advisors
California
$279K -$54.4K -221 -16%
XT
1806
XTX Topco
Cayman Islands
$279K +$285K +1,160 New
YIA
1807
YHB Investment Advisors
Connecticut
$278K -$165K -669 -37%
MFF
1808
Michels Family Financial
Texas
$278K +$284K +1,156 New
SIA
1809
Sit Investment Associates
Minnesota
$277K
GEA
1810
Glen Eagle Advisors
New Jersey
$277K
PNAA
1811
Pictet North America Advisors
Switzerland
$276K +$11.1K +45 +4%
DFA
1812
DHJJ Financial Advisors
Illinois
$276K -$1.97K -8 -0.7%
OC
1813
Oarsman Capital
Wisconsin
$275K +$9.84K +40 +4%
ATC
1814
Advantage Trust Company
Kansas
$274K -$2.46K -10 -0.9%
SVWG
1815
Shared Vision Wealth Group
United States
$274K
SPA
1816
Sentinel Pension Advisors
Massachusetts
$274K +$6.15K +25 +2%
AWM
1817
Austin Wealth Management
Texas
$273K -$4.18K -17 -2%
SIM
1818
Sims Investment Management
Ohio
$273K +$279K +1,135 New
SIG
1819
Stonegate Investment Group
Alabama
$270K
TGAM
1820
TBH Global Asset Management
Tennessee
$270K +$5.66K +23 +2%
DIP
1821
Davis Investment Partners
North Carolina
$270K +$738 +3 +0.3%
CMP
1822
Courage Miller Partners
Virginia
$270K
STA
1823
Shade Tree Advisors
New York
$268K +$274K +1,115 New
CNB
1824
Camden National Bank
Maine
$267K -$122K -495 -31%
SMWM
1825
Silvia McColl Wealth Management
California
$267K

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.