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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.5B +$858K +3,489 +5%
Bank of America
2
Bank of America
North Carolina
$5.96B -$69.6M -282,799 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.81B +$49.4M +200,584 +3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.76B +$29.3M +119,060 +2%
Wells Fargo
5
Wells Fargo
California
$1.36B +$133M +542,548 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.26B +$12.8M +52,024 +1%
UBS Group
7
UBS Group
Switzerland
$976M +$7.75M +31,512 +0.8%
LPL Financial
8
LPL Financial
California
$910M +$43.5M +176,938 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$710M +$331M +1,345,357 +84%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$570M -$6.32M -25,699 -1%
Raymond James Financial
11
Raymond James Financial
Florida
$530M +$542M +2,203,938 New
Ameriprise
12
Ameriprise
Minnesota
$511M +$20.6M +83,778 +4%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$510M +$44M +178,958 +9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$457M +$7.17M +29,136 +2%
Creative Planning
15
Creative Planning
Kansas
$455M +$3.55M +14,409 +0.8%
Goldman Sachs
16
Goldman Sachs
New York
$451M -$3.9M -15,846 -0.8%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$448M +$15.8M +64,190 +4%
Charles Schwab
18
Charles Schwab
California
$420M -$9.36M -38,039 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$409M -$22.8M -92,552 -5%
Wealthfront Advisers
20
Wealthfront Advisers
California
$382M +$25.1M +101,902 +7%
Mariner
21
Mariner
Kansas
$339M +$21.5M +87,455 +7%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$335M -$18.5M -75,246 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$270M +$15M +60,911 +6%
Stifel Financial
24
Stifel Financial
Missouri
$256M +$3.9M +15,834 +2%
MWM
25
Mission Wealth Management
California
$252M +$8.28M +33,633 +3%

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.