Vanguard Morningstar Small-Cap Growth ETF
1,213 hedge funds and large institutions have $12.5B invested in Vanguard Morningstar Small-Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 442 increasing their positions, 379 reducing their positions, and 57 closing their positions.
2,079% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $725K
207% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 57
21% more funds holding in top 10
Funds holding in top 10: 39 → 47 (+8)
17% more repeat investments, than reductions
Existing positions increased: 442 | Existing positions reduced: 379
9% more funds holding
Funds holding: 1,113 → 1,213 (+100)
2.36% more ownership
Funds ownership: 58.31% → 60.67% (+2.4%)
5% more capital invested
Capital invested by funds: $11.9B → $12.5B (+$593M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gen-Wealth Partners
Zeeland,
Michigan
|
+$117M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$81M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$39.4M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$22.5M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$53.7M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$46.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30.2M |
| 5 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$19.3M |
VBK Hedge Fund Activity: Q4 2025 in Review
1,213 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2025, worth a combined $12.5B — up 5% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new VBK positions and 57 closed out — a net gain of 118 holders — while 442 added to existing stakes and 379 trimmed.
The largest buyer was Gen-Wealth Partners, adding an estimated $117M. The largest seller was Truist Financial, cutting an estimated $53.7M.
- 1,213 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2025, up from 1,113 in Q3 2025.
- Funds reported $12.5B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2025, up 5% quarter-over-quarter.
- 175 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2025 and 57 closed out, a net change of +118 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2025 was Gen-Wealth Partners, an estimated $117M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2025 was Truist Financial, an estimated $53.7M sold.
Based on aggregated 13F filings for Q4 2025.