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
KFG
1926
Kelly Financial Group
Connecticut
$216K +$221K +898 New
CPA
1927
Capital Performance Advisors
California
$215K +$49.7K +202 +29%
LSA
1928
Lion Street Advisors
Texas
$215K +$738 +3 +0.3%
RFA
1929
Register Financial Advisors
Georgia
$215K +$16K +65 +8%
B
1930
Bensler
Washington
$215K -$15.3K -62 -6%
JCM
1931
Jacobi Capital Management
Pennsylvania
$214K +$219K +892 New
RWPA
1932
Richard W. Paul & Associates
Michigan
$214K +$246 +1 +0.1%
FWI
1933
Facet Wealth Inc
Maryland
$214K -$113K -461 -35%
BA
1934
Bluesphere Advisors
Pennsylvania
$214K -$70.9K -288 -24%
NSAM
1935
North Star Asset Management
Wisconsin
$213K +$218K +888 New
FIM
1936
Fernwood Investment Management
Massachusetts
$213K
BSTWA
1937
Blake Schutter Theil Wealth Advisors
Ohio
$213K +$738 +3 +0.3%
BWL
1938
Beacon Wealthcare LLC
North Carolina
$213K
BMM
1939
Buffington Mohr McNeal
Idaho
$213K
SFS
1940
Sharp Financial Services
Pennsylvania
$213K +$218K +885 New
GC
1941
GatePass Capital
Ohio
$212K +$217K +883 New
APWM
1942
Anchor Pointe Wealth Management
Missouri
$212K +$217K +883 New
PHS
1943
Pekin Hardy Strauss
Illinois
$212K -$12.3K -50 -5%
RCM
1944
Raleigh Capital Management
North Carolina
$212K -$19.4K -79 -8%
TA
1945
TKG Advisors
Indiana
$212K +$207K +840 New
EA
1946
Evergreen Advisors
Tennessee
$211K +$1.48K +6 +0.7%
WG
1947
Welch Group
Alabama
$210K +$4.18K +17 +2%
SGWM
1948
Sterling Group Wealth Management
California
$210K
CTA
1949
Camelot Technology Advisors
California
$209K
FWA
1950
FSM Wealth Advisors
Ohio
$209K +$207K +843 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.