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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
PIMG
176
Patriot Investment Management Group
Tennessee
$23.5M -$275K -1,116 -1%
RCA
177
Riverview Capital Advisers
Massachusetts
$23.3M +$153K +620 +0.6%
CAM
178
Clark Asset Management
New Hampshire
$23.2M +$3.54M +14,404 +18%
Financial Engines Advisors
179
Financial Engines Advisors
California
$23.2M +$4.65M +18,890 +24%
PFA
180
Pure Financial Advisors
California
$22.9M +$1.3M +5,286 +6%
EWA
181
EP Wealth Advisors
California
$22.7M -$1.11M -4,508 -5%
3IP
182
3Chopt Investment Partners
Virginia
$22.7M +$774K +3,144 +3%
BCI
183
Brinker Capital Investments
Pennsylvania
$22.6M +$1.76M +7,154 +8%
OPS
184
Orion Portfolio Solutions
Nebraska
$22.6M +$1.76M +7,154 +8%
WA
185
WBH Advisory
Maryland
$22.5M +$62.7K +255 +0.3%
SC
186
Savant Capital
Illinois
$22.5M -$214K -871 -0.9%
AWM
187
Axxcess Wealth Management
California
$22.2M +$1.31M +5,336 +6%
CAAS
188
Capital Asset Advisory Services
Michigan
$21.7M +$1.18M +4,792 +6%
DADC
189
D.A. Davidson & Co
Montana
$21.6M -$1.08M -4,397 -5%
BCM
190
Brookstone Capital Management
Illinois
$21.5M +$442K +1,797 +2%
PCM
191
Penserra Capital Management
California
$20.9M -$4.08M -16,588 -16%
PIA
192
Petredis Investment Advisors
Pennsylvania
$20.8M +$10M +40,781 +89%
BFA
193
Brown Financial Advisory
Alabama
$20.2M +$817K +3,322 +4%
MWM
194
Marietta Wealth Management
Georgia
$20M +$95K +386 +0.5%
REMPR
195
Roof Eidam Maycock Peralta (REMP)
California
$19.9M -$22.6K -92 -0.1%
KBFS
196
Kohmann Bosshard Financial Services
Ohio
$19.9M -$413K -1,677 -2%
MFGP
197
Marshall Financial Group (Pennsylvania)
Pennsylvania
$19.8M -$270K -1,097 -1%
BFS
198
Burrus Financial Services
Utah
$19.8M -$261K -1,061 -1%
MFG
199
Merit Financial Group
Georgia
$19.8M +$1.6M +6,512 +9%
FSWA
200
Financial Synergies Wealth Advisors
Texas
$19.7M -$178K -722 -0.9%

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.