Vanguard Morningstar Small-Cap ETF
2,396 hedge funds and large institutions have $41.4B invested in Vanguard Morningstar Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,026 increasing their positions, 859 reducing their positions, and 87 closing their positions.
68% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 87
25% more call options, than puts
Call options by funds: $33.4M | Put options by funds: $26.7M
19% more repeat investments, than reductions
Existing positions increased: 1,026 | Existing positions reduced: 859
1% more funds holding in top 10
Funds holding in top 10: 202 → 204 (+2)
1% more funds holding
Funds holding: 2,373 → 2,396 (+23)
4% less capital invested
Capital invested by funds: $43.2B → $41.4B (-$1.88B)
5.17% less ownership
Funds ownership: 64.04% → 58.87% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
SignatureFD
Atlanta,
Georgia
|
+$240M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$133M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$129M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$99.9M |
| 5 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$3.07B |
| 2 |
AF
Align Financial
Hermantown,
Minnesota
|
-$748M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$486M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$229M |
| 5 |
LPL Financial
San Diego,
California
|
-$160M |
VB Hedge Fund Activity: Q1 2026 in Review
2,396 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2026, worth a combined $41.4B — down 4.3% from $43.2B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new VB positions and 87 closed out — a net gain of 59 holders — while 1,026 added to existing stakes and 859 trimmed.
The largest buyer was SignatureFD, adding an estimated $240M. The largest seller was Corient Private Wealth, cutting an estimated $3.07B.
- 2,396 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2026, up from 2,373 in Q4 2025.
- Funds reported $41.4B of Vanguard Morningstar Small-Cap ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
- 146 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2026 and 87 closed out, a net change of +59 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2026 was SignatureFD, an estimated $240M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $3.07B sold.
Based on aggregated 13F filings for Q1 2026.