Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q2 2026 (June 30)1,770holders +55
108new positions
54sold out
3famous investors
$242.07avg. 13F price*
At the end of Q2 2026, 1,770 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 55 from Q1 2026. 108 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($3.3B), Assetmark, Inc. ($1.2B) and Morgan Stanley ($938.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q2 2026)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $40.3M |
| Exits | 54 | $65.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,021,896 shares bought and 2,022,038 shares sold, net +1,999,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,770 holders
| Bank of America Corp. | 0.21% | Add +2.1% | 13,679,532 | $3.3B |
| Assetmark, Inc. | 2.04% | Add +19.5% | 4,872,925 | $1.2B |
| Morgan Stanley | 0.05% | Add +1.2% | 3,863,641 | $938.8M |
| Betterment LLC | 1.16% | Reduce -3.6% | 2,812,964 | $683.5M |
| Aspiriant, LLC | 10.47% | Add +0.3% | 1,745,538 | $424.2M |
| Wells Fargo & Company | 0.07% | Reduce -0.8% | 1,676,389 | $407.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -1.2% | 1,593,329 | $387.2M |
| LPL Financial LLC | 0.08% | Add +4.2% | 1,544,049 | $375.2M |
| Sei Investments Co. | 0.32% | Add +1.9% | 1,515,431 | $368.2M |
| UBS Group AG | 0.06% | Reduce -0.7% | 1,466,671 | $356.4M |
| Captrust Financial Advisors | 0.48% | Add +0.3% | 1,294,112 | $314.5M |
| Cetera Investment Advisers | 0.27% | Add +3.2% | 1,201,689 | $292.0M |
| Jones Financial Companies LLLP | 0.10% | Add +5.2% | 1,035,273 | $251.3M |
| Raymond James Financial Inc. | 0.07% | Add +0.2% | 1,025,471 | $249.2M |
| Osaic Holdings, Inc. | 0.24% | Add +5.5% | 854,208 | $207.8M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.2% | 844,489 | $205.2M |
| Focus Partners Wealth | 0.21% | Add +0.5% | 833,299 | $202.5M |
| Choreo, LLC | 2.17% | Reduce -0.8% | 815,364 | $198.1M |
| Savant Capital, LLC | 0.55% | Add +185.6% | 794,000 | $187.8M |
| HighTower Advisors, LLC | 0.18% | Reduce -1.3% | 761,123 | $184.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.7% | 702,244 | $170.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.1% | 675,077 | $164.1M |
| Allworth Financial LP | 0.68% | Reduce -19.5% | 658,265 | $160.0M |
| Pathstone Holdings, LLC | 0.45% | Add +306.7% | 639,128 | $155.3M |
| Mather Group, Llc. | 1.33% | Reduce -0.5% | 626,525 | $152.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.52% | Reduce -5.4% | 617,562 | $150.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.2% | 550,938 | $133.9M |
| Park Avenue Securities LLC | 0.82% | Add +4.1% | 538,661 | $130.9M |
| Rwa Wealth Partners, LLC | 1.25% | Add +2.4% | 535,469 | $130.1M |
| Moneta Group Investment Advisors LLC | 0.92% | Add +2.8% | 509,083 | $123.7M |
| Royal Bank of Canada | 0.02% | Add +0.6% | 485,216 | $117.9M |
| Mariner, LLC | 0.12% | Add +0.2% | 474,531 | $115.3M |
| Rockefeller Capital Management L.P. | 0.17% | Add +0.9% | 468,410 | $113.8M |
| Stephens Group Asset Management, LLC | 6.36% | Add +0.1% | 463,142 | $112.5M |
| Retirement Investment Advisors, Inc. | 6.87% | Add +1.1% | 398,418 | $96.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.6% | 385,819 | $93.8M |
| Bank of Montreal | 0.03% | Add +2.4% | 382,947 | $93.1M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $92.9M |
| JMG Financial Group, Ltd. | 2.23% | Reduce -3.2% | 379,798 | $92.3M |
| Stifel Financial Corp. | 0.07% | Reduce -1.1% | 367,336 | $89.3M |
| Creative Planning | 0.05% | Add +8.5% | 341,900 | $83.1M |
| Modera Wealth Management, LLC | 0.86% | Reduce -2.2% | 331,750 | $80.6M |
| Mokosak Advisory Group, LLC | 17.26% | Add +1.1% | 327,918 | $79.7M |
| Cresset Asset Management, LLC | 0.29% | Add +2.3% | 324,328 | $78.8M |
| Rodgers & Associates, LTD | 7.11% | Add +1.5% | 322,177 | $78.3M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -2.2% | 317,453 | $76.8M |
| Stephens Inc. | 0.82% | Add +10.7% | 302,916 | $73.6M |
| 1832 Asset Management L.P. | 0.09% | Add +0.0% | 297,518 | $72.3M |
| Bragg Financial Advisors, Inc | 1.89% | Reduce -1.9% | 290,690 | $70.6M |
| Mason Investment Advisory Services, Inc. | 2.61% | Reduce -0.3% | 282,251 | $68.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.0% | 261,253 | $63.5M |
| Financial Advisory Corp | 8.33% | Reduce -9.2% | 258,499 | $62.8M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -4.9% | 258,163 | $62.7M |
| Bailard, Inc. | 1.27% | Add +1.5% | 257,473 | $62.6M |
| Everhart Financial Group, Inc. | 3.97% | Add +352.8% | 255,385 | $62.1M |
| Cerity Partners LLC | 0.07% | Reduce -7.0% | 248,766 | $60.4M |
| Discipline Wealth Solutions, LLC | 5.26% | Add +4.3% | 247,996 | $60.3M |
| Wit, LLC | 0.94% | Reduce -3.1% | 242,389 | $58.9M |
| Thompson Siegel & Walmsley LLC | 1.03% | Reduce -0.8% | 235,903 | $57.3M |
| Zhang Financial LLC | 1.60% | Reduce -0.2% | 226,097 | $54.9M |
| Summit Financial, LLC | 0.60% | Add +3.6% | 223,617 | $54.3M |
| Abacus Planning Group, Inc. | 6.65% | Add +4.2% | 221,445 | $53.8M |
| Fifth Third Bancorp | 0.09% | Reduce -2.3% | 218,163 | $53.0M |
| Wealthspire Advisors, LLC | 0.29% | Add +5.8% | 217,250 | $52.8M |
| Corient Private Wealth LP | 0.07% | Reduce -38.0% | 210,635 | $51.2M |
| Opal Wealth Advisors, LLC | 10.47% | Add +0.7% | 199,493 | $48.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +9.3% | 196,061 | $47.6M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -0.4% | 192,874 | $46.9M |
| US Bancorp \de | 0.05% | Add +6.7% | 187,984 | $45.7M |
| MML Investors Services, LLC | 0.09% | Add +7.5% | 187,080 | $45.5M |
| Foster Group, Inc. | 1.19% | Reduce -1.1% | 184,812 | $44.9M |
| Comprehensive Financial Management LLC | 1.47% | No change | 184,376 | $44.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +0.4% | 181,462 | $44.1M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.6% | 176,809 | $43.0M |
| Sanctuary Advisors, LLC | 0.20% | Add +3.3% | 174,818 | $42.5M |
| Truist Financial Corp. | 0.05% | Reduce -31.4% | 170,343 | $41.4M |
| FMR LLC | 0.00% | Add +4.5% | 167,237 | $40.6M |
| Baird Financial Group, Inc. | 0.05% | Add +5.9% | 160,911 | $39.1M |
| NewEdge Advisors, LLC | 0.11% | Add +2.8% | 158,217 | $38.4M |
| Equitable Holdings, Inc. | 0.23% | Add +2.3% | 155,199 | $37.7M |
| Strategies Wealth Advisors, LLC | 3.32% | Reduce -12.7% | 152,687 | $37.1M |
| Asset Management Group, Inc. | 5.34% | Reduce -1.7% | 150,058 | $36.5M |
| Marotta Asset Management | 5.97% | Add +0.0% | 147,806 | $35.9M |
| Waller Financial Planning Group, Inc. | 7.34% | Reduce -6.8% | 146,704 | $35.6M |
| Waldron Private Wealth LLC | 1.22% | Reduce -8.0% | 144,689 | $35.2M |
| Aaron Wealth Advisors LLC | 1.75% | Reduce -5.9% | 142,094 | $34.5M |
| Northwest Quadrant Wealth Management, LLC | 6.30% | Add +2.5% | 139,983 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 139,326 | $33.9M |
| Grove Street Fiduciary, LLC | 13.85% | Reduce -2.0% | 134,962 | $32.8M |
| Verus Financial Partners, Inc. | 2.75% | Reduce -1.7% | 132,360 | $32.2M |
| 25 LLC | 8.74% | Reduce 0.0% | 131,378 | $31.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Add +2.0% | 131,099 | $31.9M |
| Grey Fox Wealth Advisors, LLC | 4.97% | Add +5.3% | 130,298 | $31.7M |
| Wealth Architects, LLC | 2.48% | Reduce -1.9% | 129,165 | $31.4M |
| Merit Financial Group, LLC | 0.19% | Reduce -10.0% | 127,220 | $30.9M |
| Brickley Wealth Management | 4.40% | Add +1.0% | 126,040 | $30.6M |
| &partners | 0.13% | Add +18.8% | 125,363 | $30.5M |
| BHK Investment Advisors, LLC | 9.04% | Reduce -0.6% | 124,520 | $30.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -26.7% | 117,555 | $28.6M |
| McAdam, LLC | 1.09% | Reduce -13.0% | 116,187 | $28.2M |
"% of holder's portfolio" is VBR's weight in each manager's 13F, not the share of Vngrd Mrngst SL-CP Val ETF-U the manager owns.