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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
WW
2076
Winnow Wealth
Texas
$48.5K +$49.7K +202 New
DRP
2077
Decker Retirement Planning
Utah
$48.1K +$49.2K +200 New
WTFG
2078
Wood Tarver Financial Group
Idaho
$47K +$48.7K +198 New
FP
2079
Financial Perspectives
Minnesota
$46.9K +$8.37K +34 +21%
TVWM
2080
Tower View Wealth Management
Wisconsin
$46.7K +$492 +2 +1%
CAM
2081
Chesapeake Asset Management
New York
$45.7K -$984 -4 -2%
SFC
2082
SYM Financial Corp
Indiana
$45.6K +$2.46K +10 +6%
FMTCOCP
2083
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K +$46.5K +189 New
BAM
2084
Byrne Asset Management
New Jersey
$44.2K -$44.5K -181 Closed
ANBT
2085
American National Bank & Trust
Texas
$43.3K +$44.3K +180 New
FGC
2086
Financial Gravity Companies
Texas
$42.6K
SR
2087
Syntax Research
Florida
$40.7K
EPIM
2088
Evelyn Partners Investment Management
$38.4K +$39.4K +160 New
POIA
2089
Pin Oak Investment Advisors
Texas
$38K
HNB
2090
Hilltop National Bank
Wyoming
$38K +$17.7K +72 +84%
OCM
2091
Orion Capital Management
California
$38K +$38.9K +158 New
USB
2092
Union Savings Bank
Connecticut
$38K
WAS
2093
Winch Advisory Services
Wisconsin
$36.9K -$11.1K -45 -23%
SIM
2094
Studio Investment Management
Illinois
$36.3K +$37.2K +151 New
FM
2095
Family Management
New York
$36K
CH
2096
Canton Hathaway
Rhode Island
$36K
BAM
2097
Bellevue Asset Management
Washington
$34.4K +$246 +1 +0.7%
KA
2098
Kozak & Associates
Colorado
$34.1K
CWM
2099
Compass Wealth Management
Connecticut
$33.4K +$9.6K +39 +39%
HFS
2100
Hopwood Financial Services
Virginia
$32.4K +$33.2K +135 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.