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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
RF
2101
Roxbury Financial
New Jersey
$32.3K +$30.5K +124 New
AA
2102
Addison Advisors
Vermont
$32K
AP
2103
Atwood & Palmer
Missouri
$31.7K +$32.5K +132 New
CWP
2104
Concord Wealth Partners
Virginia
$28.6K
SRCM
2105
Signature Resources Capital Management
California
$28.6K
AA
2106
AlphaMark Advisors
Kentucky
$28K
M
2107
MOTCO
Texas
$27.9K -$2.21K -9 -7%
AW
2108
Avion Wealth
Texas
$27K
TCM
2109
Tradewinds Capital Management
Washington
$26.7K +$11.3K +46 +71%
LWANC
2110
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.4K
FMP
2111
Financial Management Professionals
Texas
$25.9K
GWSA
2112
Global Wealth Strategies & Associates
Colorado
$25.7K -$16.5K -67 -39%
SN
2113
Sittner & Nelson
Oregon
$25.7K
TLA
2114
Tanglewood Legacy Advisors
Texas
$25K +$25.6K +104 New
CTA
2115
Colonial Trust Advisors
South Carolina
$24.6K -$1.97K -8 -7%
IWMA
2116
Ironwood Wealth Management (Arizona)
Arizona
$24.3K -$984 -4 -4%
4FG
2117
4Thought Financial Group
New York
$23.8K +$492 +2 +2%
FLP
2118
Financial Life Planners
Arizona
$23K +$23.6K +96 New
NWM
2119
Navigoe Wealth Management
California
$23K +$23.9K +97 New
T
2120
Tidemark
California
$22.2K +$4.67K +19 +26%
CFG
2121
Chapman Financial Group
Hawaii
$21.6K +$22.1K +90 New
AT
2122
Arlington Trust
Alabama
$21.6K
PIP
2123
Peachtree Investment Partners
Florida
$20.7K +$492 +2 +2%
PA
2124
Pineridge Advisors
Missouri
$19.5K
UFAC
2125
Urban Financial Advisory Corp
Illinois
$19.2K

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.