Vanguard Morningstar Small-Cap Growth ETF
1,080 hedge funds and large institutions have $10.2B invested in Vanguard Morningstar Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 431 increasing their positions, 378 reducing their positions, and 90 closing their positions.
42% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $8.28M
14% more repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 378
0.76% less ownership
Funds ownership: 59.91% → 59.14% (-0.76%)
4% less funds holding
Funds holding: 1,123 → 1,080 (-43)
12% less capital invested
Capital invested by funds: $11.6B → $10.2B (-$1.43B)
18% less funds holding in top 10
Funds holding in top 10: 50 → 41 (-9)
27% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$214M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$77.9M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$50.7M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$39.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$351M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$303M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$30.7M |
| 4 |
Members Trust
Tampa,
Florida
|
-$19.2M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
-$15.1M |
VBK Hedge Fund Activity: Q1 2025 in Review
1,080 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2025, worth a combined $10.2B — down 12% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of VBK and 66 opened new positions — a net loss of 24 holders — while 378 trimmed existing stakes and 431 added.
The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Jones Financial Companies, cutting an estimated $351M.
- 1,080 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2025, down from 1,123 in Q4 2024.
- Funds reported $10.2B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 66 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2025 and 90 closed out, a net change of -24 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $214M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2025 was Jones Financial Companies, an estimated $351M sold.
Based on aggregated 13F filings for Q1 2025.