Vanguard Morningstar Small-Cap ETF
2,163 hedge funds and large institutions have $35.2B invested in Vanguard Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 940 increasing their positions, 801 reducing their positions, and 105 closing their positions.
76% more capital inflows, than outflows
Capital inflows: $3.02B | Capital outflows: $1.71B
47% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $11.7M
19% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 105
17% more repeat investments, than reductions
Existing positions increased: 940 | Existing positions reduced: 801
1.41% more ownership
Funds ownership: 59.17% → 60.59% (+1.4%)
1% less funds holding
Funds holding: 2,190 → 2,163 (-27)
11% less funds holding in top 10
Funds holding in top 10: 227 → 203 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$482M |
| 2 |
WIT LLC
District Of Columbia,
District of Columbia
|
+$326M |
| 3 |
Auto-Owners Insurance
Lansing,
Michigan
|
+$210M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$130M |
| 5 |
Wealthspire Advisors (New York)
New York
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$175M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$161M |
| 3 |
SignatureFD
Atlanta,
Georgia
|
-$153M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$71.7M |
| 5 |
Miller Equity Capital Advisors
Irving,
Texas
|
-$69.5M |
VB Hedge Fund Activity: Q1 2025 in Review
2,163 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap ETF (VB) for Q1 2025, worth a combined $35.2B — down 5.6% from $37.3B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new VB positions and 105 closed out — a net gain of 20 holders — while 940 added to existing stakes and 801 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $482M. The largest seller was Bank of America, cutting an estimated $175M.
- 2,163 institutional investors held Vanguard Morningstar Small-Cap ETF (VB) as of Q1 2025, down from 2,190 in Q4 2024.
- Funds reported $35.2B of Vanguard Morningstar Small-Cap ETF stock for Q1 2025, down 5.6% quarter-over-quarter.
- 125 funds opened new Vanguard Morningstar Small-Cap ETF positions in Q1 2025 and 105 closed out, a net change of +20 holders.
- The largest Vanguard Morningstar Small-Cap ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $482M added.
- The largest Vanguard Morningstar Small-Cap ETF seller in Q1 2025 was Bank of America, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2025.