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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
BFA
1826
Buttonwood Financial Advisors
Maryland
$266K +$246 +1 +0.1%
RWRC
1827
R.W. Roge & Company
New York
$266K
MSAM
1828
Moloney Securities Asset Management
Missouri
$265K +$15.5K +63 +6%
HBW
1829
Hazlett, Burt & Watson
West Virginia
$265K -$1.72K -7 -0.6%
AAM
1830
Aureus Asset Management
Massachusetts
$264K
SWA
1831
Serenus Wealth Advisors
California
$264K +$271K +1,100 New
EWA
1832
Elevate Wealth Advisory
Georgia
$263K
FFM
1833
Forum Financial Management
Illinois
$263K +$19.9K +81 +8%
IPA
1834
Investment Planning Advisors
Georgia
$262K +$269K +1,092 New
RFP
1835
RCS Financial Planning
Maryland
$261K +$48.2K +196 +22%
RA
1836
RoundAngle Advisors
New Jersey
$260K +$267K +1,084 New
FDW
1837
Fourth Dimension Wealth
Ohio
$260K +$266K +1,083 New
C
1838
Covestor
United Kingdom
$260K +$6.15K +25 +2%
SL
1839
Sentry LLC
Tennessee
$259K
FCM
1840
Firestone Capital Management
Florida
$258K +$265K +1,076 New
MM
1841
Meridian Management
Arkansas
$258K -$141K -575 -35%
MIM
1842
Marco Investment Management
Georgia
$258K -$1.72K -7 -0.6%
IPW
1843
Impact Partnership Wealth
Georgia
$257K -$984 -4 -0.4%
TFGT
1844
TS Financial Group (TSFG)
Illinois
$257K -$3.44K -14 -1%
WF
1845
Womack Financial
Texas
$256K +$263K +1,067 New
VAF
1846
Values Added Financial
District of Columbia
$256K
BIP
1847
Blueprint Investment Partners
North Carolina
$255K -$7.87K -32 -3%
BWM
1848
BKM Wealth Management
Wisconsin
$255K -$5.66K -23 -2%
VR
1849
Valued Retirements
Texas
$255K -$8.61K -35 -3%
SM
1850
Sensible Money
Arizona
$255K -$25.8K -105 -9%

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.