VB
Vanguard Morningstar Small-Cap ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +21.0% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -3 | 96.85M | $29.34B | +1 | −4 |
| Q1 2026 | 88 | 0 | 98.44M | $25.76B | +2 | −2 |
| Q4 2025 | 87 | -2 | 108.87M | $25.31B | — | −2 |
| Q3 2025 | 15 | +1 | 15.36M | $3.91B | +2 | −1 |
| Q2 2025 | 11 | -1 | 3.51M | $832.41M | +2 | −3 |
| Q1 2025 | 9 | +2 | 1.85M | $409.28M | +2 | — |
| Q4 2024 | 7 | +1 | 1.52M | $366.04M | +2 | −1 |
| Q3 2024 | 5 | -1 | 741.44K | $175.88M | — | −1 |
| Q2 2024 | 6 | — | 781.58K | $170.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 920.15K | +30.7% | $221.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 920.15K | +30.7% | $221.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 920.15K | +30.7% | $221.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 920.15K | +30.7% | $221.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 517.47K | — | $124.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 39.93K | +1225.8% | $9.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 21.88K | +2.3% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 18.80K | New | $4.52M | 0.0% | New | 1 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 2.90K | +102.3% | $697,188 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 2.26K | New | $543,994 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.52M | 0.0% |
| Gotham Asset Management | $543,994 | 0.0% |
Exited
| D. E. Shaw & Co. | $2.76M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,365 holders, 156.61M shares, $40.09B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.