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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
RCM
1851
Riggs Capital Management
Utah
$254K +$260K +1,057 New
LA
1852
LVW Advisors
New York
$254K +$39.9K +162 +18%
NWMG
1853
National Wealth Management Group
Ohio
$254K +$51.4K +209 +25%
WFS
1854
Walker Financial Services
Kentucky
$253K +$4.18K +17 +2%
FFS
1855
Founders Financial Securities
Maryland
$252K -$5.41K -22 -2%
CWM
1856
Centricity Wealth Management
Ohio
$251K +$257K +1,045 New
NAG
1857
Northstar Advisory Group
New Jersey
$251K +$492 +2 +0.2%
BAM
1858
Broyhill Asset Management
North Carolina
$251K +$257K +1,043 New
TFA
1859
Tobias Financial Advisors
Florida
$250K
VIPI
1860
Vista Investment Partners II
Indiana
$248K +$254K +1,032 New
SW
1861
Signify Wealth
Missouri
$247K +$21.7K +88 +9%
VWA
1862
VERITY Wealth Advisors
United States
$244K
AIA
1863
Accelerate Investment Advisors
California
$244K +$250K +1,014 New
IDA
1864
Intelligence Driven Advisers
California
$243K -$1.11M -4,506 -82%
GC
1865
Gilbert & Cook
Iowa
$243K
CPL
1866
CAP Partners LLC
Tennessee
$242K
BWM
1867
BCGM Wealth Management
Indiana
$242K +$248K +1,006 New
NRC
1868
New Republic Capital
North Carolina
$242K -$1.41M -5,742 -85%
VHAM
1869
Van Hulzen Asset Management
California
$241K
NRG
1870
Nemes Rush Group
Michigan
$241K +$146K +594 +145%
AWA
1871
Aletheian Wealth Advisors
Washington
$240K -$5.17K -21 -2%
MC
1872
Matisse Capital
Oregon
$239K
RFA
1873
Reyes Financial Architecture
California
$239K +$245K +996 New
WI
1874
Wintrust Investments
Illinois
$239K -$18.5K -75 -7%
OAS
1875
Optivise Advisory Services
Tennessee
$239K +$26.1K +106 +12%

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.