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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
FG
2226
Foster Group
Iowa
-$210K -884 Closed
BWA
2227
Burt Wealth Advisors
Maryland
-$209K -881 Closed
EAM
2228
Everstar Asset Management
North Carolina
-$209K -880 Closed
FFA
2229
Fragasso Financial Advisors
Pennsylvania
-$204K -858 Closed
CPIA
2230
Cornell Pochily Investment Advisors
New York
-$203K -855 Closed
RMF
2231
Red Mountain Financial
Colorado
-$203K -855 Closed
PPWM
2232
Paragon Private Wealth Management
Kentucky
-$202K -851 Closed
EA
2233
Ellsworth Advisors
Ohio
-$201K -848 Closed
FFG
2234
Frisch Financial Group
New York
-$201K -846 Closed
NFA
2235
Northwest Financial Advisors
Virginia
-$167K -704 Closed
PS
2236
Planned Solutions
California
-$113K -478 Closed
CPA
2237
Clear Point Advisors
New York
-$96.3K -406 Closed
GJWM
2238
Gilliland Jeter Wealth Management
Arkansas
-$88K -371 Closed
RWM
2239
Reston Wealth Management
Virginia
-$60K -253 Closed
VAMG
2240
Voisard Asset Management Group
Michigan
-$47.2K -199 Closed
GAG
2241
Goodman Advisory Group
Massachusetts
-$41K -173 Closed
Loomis, Sayles & Company
2242
Loomis, Sayles & Company
Massachusetts
-$37.9K -154 Closed
AWA
2243
Alaska Wealth Advisors
Alaska
-$35.1K -148 Closed
RCM
2244
Robinson Capital Management
Michigan
-$29.2K -125 Closed
Belvedere Trading
2245
Belvedere Trading
Illinois
-$28K -118 Closed
SFCL
2246
Strengthening Families & Communities LLC
Massachusetts
-$24.9K -105 Closed
SJIM
2247
St. Johns Investment Management
Florida
-$23.7K -100 Closed
FAM
2248
Flaharty Asset Management
Florida
-$17.6K -74 Closed
JPWM
2249
Jamison Private Wealth Management
Georgia
-$16.4K -69 Closed
FNWA
2250
Financial Network Wealth Advisors
Utah
-$13.1K -55 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.