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
TC
2051
Trust Company
Kansas
$70.4K
FWM
2052
FSA Wealth Management
Massachusetts
$69.6K +$492 +2 +0.7%
TAM
2053
Tucker Asset Management
Colorado
$66.9K +$17.2K +70 +34%
CWM
2054
Crowley Wealth Management
Delaware
$66.8K +$68.4K +278 New
MMCM
2055
Murphy & Mullick Capital Management
New York
$65.8K +$67.4K +274 New
FCG
2056
Financial Connections Group
California
$65K
TFA
2057
Toth Financial Advisory
Virginia
$64.7K
SC
2058
Sawyer & Company
Massachusetts
$63K +$3.44K +14 +6%
WMS
2059
Wealth Management Strategies
Pennsylvania
$62.6K +$6.41M +26,040 New
PP
2060
Pacifica Partners
Canada
$61.7K
CAWM
2061
Capital A Wealth Management
Pennsylvania
$59.8K +$61.3K +249 New
EWM
2062
EPG Wealth Management
Georgia
$58.2K
SA
2063
SRH Advisors
Kansas
$57.7K
HWM
2064
HighMark Wealth Management
Minnesota
$57.7K +$492 +2 +0.8%
GTAM
2065
Global Trust Asset Management
Florida
$57K -$49.5K -201 -46%
HDIM
2066
Hanson & Doremus Investment Management
Vermont
$57K +$22.9K +93 +64%
ETS
2067
ESL Trust Services
New York
$55.5K
MM
2068
Main Management
California
$55K
TWC
2069
TD Waterhouse Canada
Ontario, Canada
$54.8K +$984 +4 +2%
CCA
2070
Criterion Capital Advisors
Tennessee
$54.5K
RIA
2071
Realta Investment Advisors
Delaware
$53.9K +$9.6K +39 +21%
APW
2072
Acima Private Wealth
Virginia
$52.1K
CW
2073
Curio Wealth
Maryland
$51.7K +$52.9K +215 New
JGIA
2074
Jackson Grant Investment Advisers
Connecticut
$50.8K
KWM
2075
Kiker Wealth Management
Georgia
$50.7K +$51.9K +211 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.