Vanguard Morningstar Small-Cap ETF
2,464 hedge funds and large institutions have $47.7B invested in Vanguard Morningstar Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 986 increasing their positions, 897 reducing their positions, and 53 closing their positions.
223% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 53
66% more call options, than puts
Call options by funds: $30.5M | Put options by funds: $18.4M
15% more capital invested
Capital invested by funds: $41.4B → $47.7B (+$6.36B)
6% more funds holding in top 10
Funds holding in top 10: 204 → 217 (+13)
3% more funds holding
Funds holding: 2,396 → 2,464 (+68)
10% more repeat investments, than reductions
Existing positions increased: 986 | Existing positions reduced: 897
0.05% less ownership
Funds ownership: 58.87% → 58.82% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$134M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$115M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$101M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$50.5M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$47.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$260M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$116M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$98M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$77.1M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$64.5M |
VB Hedge Fund Activity: Q2 2026 in Review
2,464 of the 8,272 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q2 2026, worth a combined $47.7B — up 15% from $41.4B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new VB positions and 53 closed out — a net gain of 118 holders — while 986 added to existing stakes and 897 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $134M. The largest seller was Wells Fargo, cutting an estimated $260M.
- 2,464 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q2 2026, up from 2,396 in Q1 2026.
- Funds reported $47.7B of Vanguard Morningstar Small-Cap ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 171 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q2 2026 and 53 closed out, a net change of +118 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q2 2026 was AssetMark Inc, an estimated $134M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q2 2026 was Wells Fargo, an estimated $260M sold.
Based on aggregated 13F filings for Q2 2026.