Vanguard Morningstar Small-Cap Value ETF
VBR
1,711 hedge funds and large institutions have $18.5B invested in Vanguard Morningstar Small-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 660 increasing their positions, 599 reducing their positions, and 54 closing their positions.
221% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $3.91M
152% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 54
10% more repeat investments, than reductions
Existing positions increased: 660 | Existing positions reduced: 599
3% more funds holding
Funds holding: 1,659 → 1,711 (+52)
2% more funds holding in top 10
Funds holding in top 10: 104 → 106 (+2)
1% more capital invested
Capital invested by funds: $18.3B → $18.5B (+$139M)
0.78% less ownership
Funds ownership: 57.82% → 57.04% (-0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
+$116M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.8M |
| 4 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$33.6M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$581M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$156M |
| 3 |
AF
Align Financial
Hermantown,
Minnesota
|
-$102M |
| 4 |
AssetMark Inc
Concord,
California
|
-$67.2M |
| 5 |
EA
Efficient Advisors
Mason,
Ohio
|
-$38M |
VBR Hedge Fund Activity: Q1 2026 in Review
1,711 of the 8,184 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2026, worth a combined $18.5B — up 0.76% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new VBR positions and 54 closed out — a net gain of 82 holders — while 660 added to existing stakes and 599 trimmed.
The largest buyer was Park Avenue Securities, opening a new position worth an estimated $116M. The largest seller was Bank of America, cutting an estimated $581M.
- 1,711 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2026, up from 1,659 in Q4 2025.
- Funds reported $18.5B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2026, up 0.76% quarter-over-quarter.
- 136 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2026 and 54 closed out, a net change of +82 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2026 was Park Avenue Securities, an estimated $116M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2026 was Bank of America, an estimated $581M sold.
Based on aggregated 13F filings for Q1 2026.