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Vanguard Morningstar Small-Cap ETF
VB

2,461 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, 984 increasing their positions, 896 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 (+$6.35B)

6% more funds holding in top 10

Funds holding in top 10: 204 → 217 (+13)

3% more funds holding

Funds holding: 2,396 → 2,461 (+65)

10% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 896

0.07% less ownership

Funds ownership: 58.87% → 58.8% (-0.07%)

Holders
2,461
Holders Change
+65
Holders Change %
+2.71%
% of All Funds
29.77%
Holding in Top 10
217
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.37%
% of All Funds
2.63%
New
171
Increased
984
Reduced
896
Closed
53
Calls
$30.5M
Puts
$18.4M
Net Calls
+$12.1M
Net Calls Change
+$5.35M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$134M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
MWM
Mission Wealth Management
California
+$101M
4
AWM
Axxcess Wealth Management
California
+$50.5M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$47.6M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$260M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$98M
4
UBS Group
UBS Group
Switzerland
-$77.1M
5
Charles Schwab
Charles Schwab
California
-$64.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$145M +$5.42M +18,898 +4%
PA
52
Pinnacle Associates
New York
$140M +$1.15M +4,012 +0.9%
State Street
53
State Street
Massachusetts
$140M -$2.29K -8 -0%
MML Investors Services
54
MML Investors Services
Massachusetts
$138M +$22.7M +79,265 +21%
FFW
55
Fusion Family Wealth
New York
$137M -$258K -901 -0.2%
EH
56
Equitable Holdings
New York
$127M -$1.2M -4,184 -1%
Corient Private Wealth
57
Corient Private Wealth
Florida
$125M -$38.5M -134,300 -25%
Truist Financial
58
Truist Financial
North Carolina
$125M -$6.17M -21,539 -5%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$125M +$1.16M +4,063 +1%
CIAS
60
CBIZ Investment Advisory Services
Ohio
$125M – – –
KAS
61
Kestra Advisory Services
Texas
$125M +$37.5M +130,938 +47%
TNBTD
62
Trustmark National Bank Trust Department
Mississippi
$120M +$7.38M +25,734 +7%
BAAM
63
Baker Avenue Asset Management
California
$119M +$898K +3,135 +0.8%
WANY
64
Wealthspire Advisors (New York)
New York
$118M -$3.32M -11,581 -3%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$117M +$3.29M +11,469 +3%
HWA
66
Heartwood Wealth Advisors
Virginia
$116M +$3.49M +12,179 +3%
IPW
67
Invictus Private Wealth
Colorado
$115M +$1.35M +4,723 +1%
BlackRock
68
BlackRock
New York
$115M +$3.57M +12,452 +3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$108M -$11.4M -39,698 -10%
CCA
70
Catalyst Capital Advisors
New York
$108M +$1.33M +4,627 +1%
MRC
71
Millburn Ridgefield Corp
New York
$108M +$1.33M +4,627 +1%
MFG
72
Merit Financial Group
Georgia
$99.8M +$5.46M +19,065 +6%
KIM
73
Karpus Investment Management
New York
$96.9M -$610K -2,128 -0.7%
M&T Bank
74
M&T Bank
New York
$92.8M +$3.75M +13,079 +4%
PAS
75
Park Avenue Securities
New York
$91.8M +$4.16M +14,509 +5%
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VB Hedge Fund Activity: Q2 2026 in Review

2,461 of the 8,266 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 984 added to existing stakes and 896 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $134M. The largest seller was Wells Fargo, cutting an estimated $260M.

  • 2,461 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.