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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
CRI
1951
Colonial River Investments
Virginia
$208K -$6.64K -27 -3%
PMG
1952
Private Management Group
California
$207K
PAM
1953
PCG Asset Management
New Jersey
$207K +$212K +861 New
ZIM
1954
Zacks Investment Management
Illinois
$206K +$211K +859 New
FLA
1955
Financial Life Advisors
Texas
$206K -$27.3K -111 -11%
HCA
1956
Harbour Capital Advisors
Virginia
$206K
CFS
1957
CGC Financial Services
Oregon
$206K -$96K -390 -31%
BWMG
1958
Barnes Wealth Management Group
California
$205K +$210K +855 New
CPW
1959
Cove Private Wealth
New York
$205K +$210K +854 New
GF
1960
Goodman Financial
Texas
$205K +$984 +4 +0.5%
LFA
1961
Legacy Financial Advisors
Kentucky
$205K -$96K -390 -31%
CWM
1962
Certus Wealth Management
California
$205K +$203K +824 New
EBT
1963
Enterprise Bank & Trust
Massachusetts
$204K
MWM
1964
Melfa Wealth Management
Massachusetts
$204K
SPC
1965
Spirepoint Private Client
Florida
$204K
BEC
1966
Blue Edge Capital
Virginia
$204K
RS
1967
Retirement Solution
Washington
$203K -$72.1K -293 -26%
AFA
1968
Alpha Financial Advisors
North Carolina
$203K
RWM
1969
RKL Wealth Management
Pennsylvania
$203K +$207K +843 New
VC
1970
Vestor Capital
Illinois
$202K +$246 +1 +0.1%
SC
1971
Stephenson & Company
California
$201K +$206K +838 New
YCG
1972
Yeomans Consulting Group
Georgia
$201K +$206K +837 New
HA
1973
Helium Advisors
Washington
$201K +$206K +837 New
APW
1974
Aurora Private Wealth
New Jersey
$201K +$205K +835 New
DLCIG
1975
D.L. Carlson Investment Group
New Hampshire
$201K +$205K +835 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.