Vanguard Morningstar Small-Cap Value ETF
1,771 hedge funds and large institutions have $20.8B invested in Vanguard Morningstar Small-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 650 increasing their positions, 664 reducing their positions, and 57 closing their positions.
218% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $4.35M
137% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 57
13% more capital invested
Capital invested by funds: $18.5B → $20.8B (+$2.36B)
3% more funds holding
Funds holding: 1,717 → 1,771 (+54)
1% more funds holding in top 10
Funds holding in top 10: 106 → 107 (+1)
0.27% less ownership
Funds ownership: 57.06% → 56.79% (-0.27%)
2% less repeat investments, than reductions
Existing positions increased: 650 | Existing positions reduced: 664
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$185M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$120M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$112M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$64.8M |
| 5 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$37.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$30.1M |
| 3 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$24.9M |
| 4 |
Betterment LLC
New York
|
-$24.2M |
| 5 |
WIC
Willis Investment Counsel
Gainesville,
Georgia
|
-$18.2M |
VBR Hedge Fund Activity: Q2 2026 in Review
1,771 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q2 2026, worth a combined $20.8B — up 13% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new VBR positions and 57 closed out — a net gain of 78 holders — while 650 added to existing stakes and 664 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $185M. The largest seller was Allworth Financial, cutting an estimated $37.1M.
- 1,771 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q2 2026, up from 1,717 in Q1 2026.
- Funds reported $20.8B of Vanguard Morningstar Small-Cap Value ETF stock for Q2 2026, up 13% quarter-over-quarter.
- 135 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q2 2026 and 57 closed out, a net change of +78 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q2 2026 was AssetMark Inc, an estimated $185M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q2 2026 was Allworth Financial, an estimated $37.1M sold.
Based on aggregated 13F filings for Q2 2026.