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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
SWP
2026
SIMA Wealth Partners
Virginia
$102K -$738 -3 -0.7%
MSFP
2027
Mark Sheptoff Financial Planning
Connecticut
$101K
RF
2028
Robinswood Financial
Washington
$99.8K -$1.72K -7 -2%
GI
2029
GAMMA Investing
California
$98.8K
PK
2030
Pflug Koory
Nebraska
$96.1K +$34.4K +140 +54%
SC
2031
Swan Capital
Florida
$94.7K
GWSG
2032
GPS Wealth Strategies Group
Colorado
$94.2K -$8.12K -33 -8%
MLA
2033
MB, Levis & Associates
Pennsylvania
$91.8K +$492 +2 +0.5%
AWM
2034
Atticus Wealth Management
Florida
$88.8K +$492 +2 +0.5%
AFG
2035
Albion Financial Group
Utah
$86.5K
GI
2036
GS Investments
Minnesota
$85.8K
CB
2037
Centennial Bank
Arkansas
$85.3K -$12.3K -50 -12%
PAG
2038
Paladin Advisory Group
Iowa
$85.3K
AEPWM
2039
Atlantic Edge Private Wealth Management
Florida
$83.3K +$42.1K +171 +97%
GFL
2040
Granite FO LLC
New Hampshire
$78.8K
KFGG
2041
Keystone Financial Group (Georgia)
Georgia
$77.9K +$79.7K +324 New
KPP
2042
Kings Path Partners
Texas
$77.6K
TPW
2043
Talon Private Wealth
Florida
$77.1K -$728K -2,957 -90%
BL
2044
BFSG LLC
California
$77.1K -$2.21K -9 -3%
RWS
2045
Retirement Wealth Solutions
Wisconsin
$76.5K +$79K +321 New
ACA
2046
American Capital Advisory
Idaho
$73.8K -$1.48K -6 -2%
PAIM
2047
Punch & Associates Investment Management
Minnesota
$73.3K -$747K -3,035 -91%
TC
2048
Truvestments Capital
Florida
$72.5K +$3.44K +14 +5%
B
2049
Birchbrook
Maine
$72.1K
CHC
2050
City Holding Co
West Virginia
$70.6K

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.