Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2024 (March 31)1,376holders
6famous investors
$191.40avg. 13F price*
At the end of Q1 2024, 1,376 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings. The largest holders were Bank of America Corp. ($3.0B), Betterment LLC ($817.7M) and Morgan Stanley ($799.1M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $37.6M |
| Exits | 71 | $98.1M |
Ownership 1,376 holders
| Bank of America Corp. | 0.30% | Add +46.9% | 15,767,490 | $3.0B |
| Betterment LLC | 2.19% | Reduce -47.2% | 4,261,605 | $817.7M |
| Morgan Stanley | 0.06% | Reduce -2.8% | 4,164,442 | $799.1M |
| Assetmark, Inc. | 2.21% | Add +6.5% | 3,534,864 | $678.3M |
| Jones Financial Companies LLLP | 0.79% | Reduce -6.7% | 3,036,974 | $582.7M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -15.7% | 2,173,390 | $417.0M |
| Wells Fargo & Company | 0.08% | Add +2.4% | 1,570,561 | $301.4M |
| UBS Group AG | 0.10% | Add +2.7% | 1,527,881 | $293.2M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -26.5% | 1,479,027 | $283.8M |
| Mather Group, Llc. | 4.08% | Reduce -0.2% | 1,437,525 | $258.7M |
| Sei Investments Co. | 0.36% | Add +4.9% | 1,266,835 | $243.1M |
| LPL Financial LLC | 0.12% | Add +2.9% | 1,133,135 | $217.4M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.7% | 1,031,246 | $197.9M |
| Choreo, LLC | 4.36% | Reduce -6.1% | 885,528 | $169.9M |
| Aspiriant, LLC | 5.98% | Add +0.3% | 753,095 | $144.5M |
| HighTower Advisors, LLC | 0.23% | Reduce -2.7% | 748,331 | $143.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -4.5% | 726,504 | $139.5M |
| Osaic Holdings, Inc. | 0.31% | Reduce -22.7% | 723,260 | $138.9M |
| Allworth Financial LP | 0.93% | Add +0.8% | 685,765 | $131.6M |
| Tiaa Trust, National Association | 0.40% | Add +4.3% | 679,484 | $130.4M |
| Commonwealth Equity Services, LLC | 0.20% | Add +2.9% | 617,250 | $118.4M |
| Cetera Investment Advisers | 0.27% | Add +324.7% | 602,463 | $115.6M |
| Efficient Advisors, LLC | 7.36% | Reduce -0.8% | 597,685 | $114.7M |
| Mill Creek Capital Advisors, LLC | 2.88% | Add +13.3% | 553,377 | $106.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 538,995 | $103.4M |
| Bank of Montreal | 0.03% | Add +3.5% | 523,741 | $100.6M |
| Royal Bank of Canada | 0.02% | Reduce -8.4% | 485,467 | $93.2M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +0.3% | 474,644 | $91.1M |
| United Capital Financial Advisors, LLC | 0.70% | Reduce -4.6% | 439,969 | $84.4M |
| SageView Advisory Group, LLC | 4.16% | Add +10480.3% | 470,292 | $82.4M |
| Savant Capital, LLC | 0.94% | Reduce -1.8% | 428,430 | $82.2M |
| Rockefeller Capital Management L.P. | 0.23% | Reduce -1.2% | 407,382 | $78.2M |
| Foster Group, Inc. | 3.77% | Reduce -2.9% | 395,621 | $75.9M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $73.4M |
| Comprehensive Financial Management LLC | 2.34% | Reduce -0.1% | 376,876 | $72.3M |
| Mariner, LLC | 0.15% | Add +1.4% | 373,287 | $71.6M |
| Stephens Group Asset Management, LLC | 6.53% | Reduce -0.0% | 372,658 | $71.5M |
| Raymond James & Associates | 0.05% | Reduce -11.3% | 370,575 | $71.1M |
| Rwa Wealth Partners, LLC | 0.95% | Add +2.1% | 367,971 | $70.6M |
| PDS Planning, Inc | 7.31% | Add +1.8% | 362,364 | $69.5M |
| Moneta Group Investment Advisors LLC | 1.07% | Add +35.6% | 343,458 | $65.9M |
| Exencial Wealth Advisors, LLC | 2.39% | Reduce -2.6% | 332,480 | $63.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.0% | 327,987 | $62.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.7% | 324,631 | $62.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +0.9% | 319,367 | $61.3M |
| Stifel Financial Corp. | 0.07% | Add +4.6% | 312,594 | $60.0M |
| 1832 Asset Management L.P. | 0.11% | Reduce -2.5% | 312,028 | $59.9M |
| Rodgers & Associates, LTD | 7.28% | Reduce -0.2% | 295,571 | $56.7M |
| Modera Wealth Management, LLC | 0.86% | Add +4.8% | 293,469 | $56.3M |
| Verus Financial Partners, Inc. | 6.59% | Add +0.8% | 293,449 | $56.3M |
| JMG Financial Group, Ltd. | 2.09% | Reduce -0.5% | 285,746 | $54.8M |
| Mason Investment Advisory Services, Inc. | 3.74% | Add +0.2% | 281,631 | $54.0M |
| Symmetry Partners, LLC | 4.13% | Reduce -44.4% | 275,266 | $52.8M |
| Mokosak Advisory Group, LLC | 17.27% | Add +3.4% | 272,633 | $52.3M |
| Park Avenue Securities LLC | 0.65% | Add +3.9% | 263,550 | $50.6M |
| Bragg Financial Advisors, Inc | 2.24% | Add +2.1% | 260,267 | $49.9M |
| Lincoln National Corp. | 0.77% | Reduce -1.7% | 256,007 | $49.1M |
| MML Investors Services, LLC | 0.20% | Reduce -3.6% | 253,032 | $48.6M |
| Cresset Asset Management, LLC | 0.23% | Add +2.2% | 248,423 | $47.7M |
| Center for Financial Planning, Inc. | 7.00% | Add +2.9% | 243,933 | $46.8M |
| Creative Planning | 0.05% | Add +0.1% | 242,632 | $46.6M |
| Equitable Holdings, Inc. | 0.52% | Add +3.0% | 242,618 | $46.6M |
| Zhang Financial LLC | 3.43% | Reduce -1.6% | 241,496 | $46.3M |
| Focus Partners Wealth | 0.36% | Reduce -2.7% | 234,010 | $44.9M |
| Bailard, Inc. | 1.24% | Add +2.3% | 233,416 | $44.8M |
| Cerity Partners LLC | 0.12% | Reduce -0.2% | 231,816 | $44.4M |
| Thompson Siegel & Walmsley LLC | 0.68% | Add +2.5% | 230,983 | $44.3M |
| Merriman Wealth Management, LLC | 1.87% | Reduce -4.9% | 219,021 | $42.0M |
| Buckingham Strategic Wealth, LLC | 0.43% | Reduce -0.1% | 213,604 | $41.0M |
| Inspirion Wealth Advisors, LLC | 6.77% | Add +2.3% | 213,562 | $41.0M |
| Truist Financial Corp. | 0.06% | Reduce -2.6% | 212,142 | $40.7M |
| Atria Investments, Inc | 0.55% | Add +1.4% | 206,981 | $39.7M |
| Captrust Financial Advisors | 0.14% | Reduce -60.0% | 201,362 | $38.6M |
| Abacus Planning Group, Inc. | 7.53% | Add +3.0% | 200,772 | $38.5M |
| Stephens Inc. | 0.59% | Add +1.5% | 198,445 | $38.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -15.6% | 195,757 | $37.6M |
| Summit Financial, LLC | 2.18% | Reduce -1.1% | 191,517 | $36.7M |
| Gallagher Fiduciary Advisors, LLC | 1.28% | Reduce -1.4% | 188,093 | $36.1M |
| Shepherd Financial Partners LLC | 4.72% | Add +10.3% | 188,077 | $36.1M |
| Waldron Private Wealth LLC | 1.60% | Reduce -7.9% | 185,177 | $35.5M |
| Henshaw Capital LLC | 1.59% | No change | 177,150 | $34.0M |
| 25 LLC | 16.44% | Reduce -1.2% | 175,086 | $33.6M |
| Corient Private Wealth LP | 0.06% | Reduce -0.8% | 169,117 | $32.5M |
| Strategies Wealth Advisors, LLC | 4.75% | Add +7.7% | 160,802 | $30.9M |
| FMR LLC | 0.00% | Add +46.2% | 159,775 | $30.7M |
| NewEdge Advisors, LLC | 0.24% | Add +2.0% | 146,202 | $28.1M |
| Coastline Trust Co | 3.28% | Reduce -3.1% | 141,659 | $27.2M |
| Asset Management Group, Inc. | 4.04% | Add +0.5% | 138,729 | $26.6M |
| Baird Financial Group, Inc. | 0.06% | Add +2.5% | 138,715 | $26.6M |
| US Bancorp \de | 0.04% | Reduce -5.3% | 137,675 | $26.4M |
| Comerica Bank | 0.11% | Reduce -1.4% | 136,987 | $26.3M |
| Marotta Asset Management | 5.38% | Add +1.1% | 135,576 | $26.0M |
| BHK Investment Advisors, LLC | 9.88% | Add +32.3% | 134,032 | $25.7M |
| Wealth Architects, LLC | 3.37% | Reduce -1.2% | 133,229 | $25.6M |
| Northwest Quadrant Wealth Management, LLC | 6.06% | Add +1.0% | 128,977 | $24.7M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -30.2% | 111,902 | $22.9M |
| Brickley Wealth Management | 5.16% | Add +0.5% | 117,294 | $22.5M |
| Private Advisor Group, LLC | 0.16% | Add +11.1% | 116,854 | $22.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Reduce -1.2% | 116,827 | $22.4M |
| Pasadena Private Wealth, LLC | 5.15% | Add +0.9% | 116,610 | $22.4M |
"% 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.