Vanguard Morningstar Small-Cap Value ETF
1,576 hedge funds and large institutions have $17.8B invested in Vanguard Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 579 increasing their positions, 584 reducing their positions, and 74 closing their positions.
702% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $1.71M
58% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 74
7% more capital invested
Capital invested by funds: $16.7B → $17.8B (+$1.14B)
1% more funds holding
Funds holding: 1,562 → 1,576 (+14)
0.15% more ownership
Funds ownership: 56.81% → 56.96% (+0.15%)
1% less repeat investments, than reductions
Existing positions increased: 579 | Existing positions reduced: 584
5% less funds holding in top 10
Funds holding in top 10: 98 → 93 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$42.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$38.9M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$25.4M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$25.3M |
| 5 |
BW
Balance Wealth
Delaware,
Ohio
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$48.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$37.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$32M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$30.3M |
| 5 |
Betterment LLC
New York
|
-$20.5M |
VBR Hedge Fund Activity: Q3 2025 in Review
1,576 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q3 2025, worth a combined $17.8B — up 6.9% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new VBR positions and 74 closed out — a net gain of 43 holders — while 579 added to existing stakes and 584 trimmed.
The largest buyer was Bank of America, adding an estimated $42.8M. The largest seller was Mather Group, cutting an estimated $48.3M.
- 1,576 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q3 2025, up from 1,562 in Q2 2025.
- Funds reported $17.8B of Vanguard Morningstar Small-Cap Value ETF stock for Q3 2025, up 6.9% quarter-over-quarter.
- 117 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q3 2025 and 74 closed out, a net change of +43 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q3 2025 was Bank of America, an estimated $42.8M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q3 2025 was Mather Group, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2025.