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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
CWM
2176
Copia Wealth Management
Oregon
$2.4K +$2.46K +10 New
WWP
2177
WR Wealth Planners
Missouri
$2.16K
AWM
2178
Absher Wealth Management
North Carolina
$1.92K
SIP
2179
Sellwood Investment Partners
Oregon
$1.68K +$1.72K +7 New
NS
2180
NBC Securities
Alabama
$1.56K -$1.53M -6,224 -100%
WCM
2181
WealthTrak Capital Management
Virginia
$1.44K +$1.48K +6 New
CMA
2182
Cedar Mountain Advisors
Oregon
$1.2K
MAM
2183
Morse Asset Management
Connecticut
$1.2K
PFG
2184
Putney Financial Group
California
$1.2K +$1.23K +5 New
EAM
2185
Eukles Asset Management
Ohio
$721 +$246 +1 +50%
MFS
2186
Mattson Financial Services
Michigan
$712 +$738 +3 New
RPCA
2187
Running Point Capital Advisors
California
$240
SHF
2188
Safe Harbor Fiduciary
Florida
$240
CWM
2189
Connecticut Wealth Management
Connecticut
-$33.8M -142,461 Closed
DAS
2190
Dynamic Advisor Solutions
Arizona
-$14.5M -61,256 Closed
MFA
2191
McClarren Financial Advisors
Pennsylvania
-$4.57K -54,381 Closed
Prudential Financial
2192
Prudential Financial
New Jersey
-$5.89M -24,846 Closed
SFS
2193
Sowell Financial Services
Arkansas
-$5.68M -23,889 Closed
CSPIA
2194
Cary Street Partners Investment Advisory
Virginia
-$5.59M -23,554 Closed
FFO
2195
Fiduciary Family Office
Florida
-$3.53M -14,869 Closed
GPW
2196
Gentry Private Wealth
Kansas
-$2.91M -12,257 Closed
D.E. Shaw & Co
2197
D.E. Shaw & Co
New York
-$2.76M -11,621 Closed
BWM
2198
Brickley Wealth Management
California
-$2.43M -10,250 Closed
PWS
2199
Precision Wealth Strategies
Missouri
-$1.86M -7,835 Closed
ACM
2200
AlphaStar Capital Management
North Carolina
-$1.76M -7,426 Closed

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.