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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
NCM
201
Nelson Capital Management
California
$19.6M -$720K -2,927 -3%
WIC
202
Whitegate Investment Counselors
New Hampshire
$19.6M -$8.47M -34,422 -30%
HWMG
203
Hurlow Wealth Management Group
Indiana
$19.4M -$128K -521 -0.6%
AM
204
AGF Management
Ontario, Canada
$19.3M +$1.49M +6,055 +8%
CWP
205
Cyndeo Wealth Partners
Florida
$19M +$2.26M +9,172 +13%
IAA
206
Independent Advisor Alliance
North Carolina
$18.7M +$19.1M +77,804 New
DJSG
207
D.J. St. Germain
Massachusetts
$18.7M -$145K -590 -0.8%
BFS
208
Bradley Foster & Sargent
Connecticut
$18.6M +$530K +2,156 +3%
BAM
209
Berkshire Asset Management
Pennsylvania
$18.5M -$3.21M -13,056 -15%
MWC
210
MBM Wealth Consultants
Missouri
$18.5M +$282K +1,148 +2%
FA
211
Fiducient Advisors
Illinois
$18.3M -$2.36M -9,608 -11%
BP
212
BCK Partners
New York
$18.1M -$6.37M -25,872 -26%
AA
213
ALPS Advisors
Colorado
$18M +$18.5M +75,055 New
CB
214
Cadence Bank
Mississippi
$18M +$1.29M +5,230 +8%
ABC
215
Associated Banc-Corp
Wisconsin
$17.9M +$1.78M +7,215 +11%
AWM
216
Apollon Wealth Management
South Carolina
$17.8M +$15.5M +62,958 +574%
OHWA
217
Oak Hill Wealth Advisors
Virginia
$17.7M +$18.2M +73,867 New
WCWM
218
Wooster Corthell Wealth Management
Connecticut
$17.7M -$34.2K -139 -0.2%
WPC
219
Wedmont Private Capital
Pennsylvania
$17.7M +$3.2M +13,000 +21%
KHC
220
Koesten Hirschmann & Crabtree
Kansas
$17.5M +$2.26M +9,197 +14%
SPIA
221
Steward Partners Investment Advisory
New York
$17.4M +$1.29M +5,259 +8%
SIC
222
Salem Investment Counselors
North Carolina
$17.4M +$123K +501 +0.7%
DC
223
DeDora Capital
California
$17.3M +$159K +648 +0.9%
DWP
224
Daymark Wealth Partners
Ohio
$17.3M +$505K +2,052 +3%
CCM
225
Coldstream Capital Management
Washington
$17.2M -$701K -2,849 -4%

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.