Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q2 2024 (June 30)1,369holders −7
59new positions
72sold out
7famous investors
$179.73avg. 13F price*
At the end of Q2 2024, 1,369 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, down 7 from Q1 2024. 59 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($708.0M) and Betterment LLC ($699.7M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $57.8M |
| Exits | 72 | $50.9M |
All 13F filers, Q1 2024 → Q2 2024: 6,115,747 shares bought and 4,241,916 shares sold, net +1,873,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,369 holders
| Bank of America Corp. | 0.29% | Add +6.5% | 16,792,976 | $3.1B |
| Morgan Stanley | 0.05% | Reduce -6.9% | 3,878,881 | $708.0M |
| Betterment LLC | 1.81% | Reduce -10.0% | 3,833,661 | $699.7M |
| Assetmark, Inc. | 2.08% | Add +4.1% | 3,678,348 | $671.4M |
| Jones Financial Companies LLLP | 0.50% | Reduce -22.6% | 2,352,211 | $429.3M |
| Envestnet Asset Management Inc. | 0.14% | Add +0.7% | 2,188,628 | $399.5M |
| Wells Fargo & Company | 0.07% | Reduce -0.3% | 1,565,828 | $285.8M |
| Mather Group, Llc. | 3.43% | Add +1.0% | 1,452,121 | $278.6M |
| UBS Group AG | 0.09% | Reduce -0.6% | 1,519,052 | $277.3M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -2.3% | 1,445,451 | $263.8M |
| Axiom Advisory, LLC | 2.72% | Add +6265.9% | 1,349,701 | $249.3M |
| Sei Investments Co. | 0.35% | Add +5.5% | 1,336,004 | $243.9M |
| LPL Financial LLC | 0.10% | Add +1.5% | 1,150,361 | $210.0M |
| Choreo, LLC | 2.58% | Reduce -3.9% | 850,822 | $153.6M |
| Aspiriant, LLC | 6.11% | Add +9.0% | 820,871 | $149.8M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -22.9% | 795,036 | $145.1M |
| Allworth Financial LP | 0.86% | Add +1.6% | 696,868 | $133.5M |
| Osaic Holdings, Inc. | 0.31% | Reduce -0.8% | 717,682 | $131.1M |
| HighTower Advisors, LLC | 0.20% | Reduce -7.3% | 693,430 | $126.6M |
| Tiaa Trust, National Association | 0.38% | Add +0.5% | 682,735 | $124.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.5% | 650,071 | $118.6M |
| Commonwealth Equity Services, LLC | 0.18% | Add +1.1% | 623,769 | $113.8M |
| Cetera Investment Advisers | 0.25% | Add +0.6% | 606,147 | $110.6M |
| Efficient Advisors, LLC | 6.93% | Reduce -2.0% | 585,468 | $106.9M |
| JPMorgan Chase & Co. | 0.01% | Add +1.0% | 544,292 | $99.3M |
| Bank of Montreal | 0.03% | Reduce -1.9% | 513,713 | $94.9M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +7.2% | 508,818 | $92.9M |
| Focus Partners Wealth | 0.31% | Add +116.7% | 507,150 | $92.6M |
| Symmetry Partners, LLC | 4.66% | Add +80.2% | 495,927 | $90.5M |
| Mill Creek Capital Advisors, LLC | 2.22% | Reduce -13.7% | 477,777 | $87.2M |
| Royal Bank of Canada | 0.02% | Reduce -2.6% | 472,647 | $86.3M |
| United Capital Financial Advisors, LLC | 0.67% | Reduce -2.4% | 429,435 | $78.4M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -1.1% | 402,989 | $73.6M |
| Raymond James & Associates | 0.05% | Add +5.1% | 389,334 | $71.1M |
| Retirement Systems of Alabama | 0.27% | No change | 382,480 | $69.8M |
| Stephens Group Asset Management, LLC | 6.29% | Add +1.3% | 377,573 | $68.9M |
| Mariner, LLC | 0.13% | Add +0.7% | 375,927 | $68.6M |
| Rwa Wealth Partners, LLC | 0.90% | Add +1.8% | 374,742 | $68.4M |
| PDS Planning, Inc | 6.83% | Add +2.4% | 371,074 | $67.7M |
| Moneta Group Investment Advisors LLC | 1.01% | Add +0.8% | 346,313 | $63.2M |
| Comprehensive Financial Management LLC | 2.10% | Reduce -13.9% | 324,376 | $59.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.9% | 324,958 | $59.3M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +1.5% | 324,199 | $59.2M |
| Modera Wealth Management, LLC | 0.85% | Add +8.1% | 317,270 | $57.9M |
| Savant Capital, LLC | 0.57% | Reduce -26.9% | 313,239 | $57.2M |
| Retirement Investment Advisors, Inc. | 6.93% | — | 312,693 | $57.1M |
| 1832 Asset Management L.P. | 0.10% | Reduce -0.2% | 311,387 | $56.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.3% | 310,787 | $56.7M |
| Exencial Wealth Advisors, LLC | 2.07% | Reduce -9.5% | 300,814 | $54.9M |
| Rodgers & Associates, LTD | 7.02% | Add +1.1% | 298,763 | $54.5M |
| Stifel Financial Corp. | 0.06% | Reduce -4.8% | 297,539 | $54.3M |
| Verus Financial Partners, Inc. | 6.21% | Reduce -0.2% | 292,818 | $53.4M |
| JMG Financial Group, Ltd. | 1.96% | Add +0.4% | 287,007 | $52.4M |
| Park Avenue Securities LLC | 0.64% | Add +8.5% | 286,021 | $52.2M |
| Mason Investment Advisory Services, Inc. | 3.22% | Add +1.3% | 285,141 | $52.0M |
| Mokosak Advisory Group, LLC | 16.62% | Add +1.0% | 275,450 | $50.3M |
| Bragg Financial Advisors, Inc | 2.19% | Add +3.2% | 268,493 | $49.0M |
| Cresset Asset Management, LLC | 0.21% | Add +7.2% | 266,306 | $48.9M |
| Cerity Partners LLC | 0.13% | Add +12.5% | 260,765 | $47.6M |
| Center for Financial Planning, Inc. | 6.49% | Add +0.8% | 245,894 | $44.9M |
| Creative Planning | 0.05% | Add +0.6% | 244,171 | $44.6M |
| Zhang Financial LLC | 3.10% | Add +0.6% | 242,984 | $44.3M |
| Stephens Inc. | 0.66% | Add +19.6% | 237,424 | $43.3M |
| MML Investors Services, LLC | 0.17% | Reduce -7.6% | 233,852 | $42.7M |
| Thompson Siegel & Walmsley LLC | 0.68% | Add +0.9% | 232,988 | $42.5M |
| Foster Group, Inc. | 1.64% | Reduce -42.2% | 228,690 | $41.7M |
| Bailard, Inc. | 1.14% | Reduce -2.5% | 227,499 | $41.5M |
| Inspirion Wealth Advisors, LLC | 6.13% | Add +2.8% | 219,564 | $40.1M |
| Merriman Wealth Management, LLC | 1.75% | Reduce -0.2% | 218,559 | $39.9M |
| Truist Financial Corp. | 0.06% | Reduce -1.3% | 209,379 | $38.2M |
| Buckingham Strategic Wealth, LLC | 0.39% | Reduce -3.0% | 207,143 | $37.8M |
| Equitable Holdings, Inc. | 0.40% | Reduce -15.0% | 206,324 | $37.7M |
| Captrust Financial Advisors | 0.12% | Add +1.8% | 204,911 | $37.4M |
| Lincoln National Corp. | 1.24% | Reduce -21.7% | 200,455 | $36.6M |
| Abacus Planning Group, Inc. | 6.90% | Reduce -2.9% | 194,882 | $35.6M |
| Summit Financial, LLC | 1.62% | Add +0.8% | 193,022 | $35.4M |
| Shepherd Financial Partners LLC | 4.45% | Add +0.6% | 189,116 | $34.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -6.3% | 183,449 | $33.5M |
| Waldron Private Wealth LLC | 1.49% | Reduce -2.2% | 181,111 | $33.2M |
| Atria Investments, Inc | 0.42% | Reduce -14.3% | 177,313 | $32.4M |
| Henshaw Capital LLC | 1.46% | No change | 177,150 | $32.3M |
| 25 LLC | 15.22% | Add +0.3% | 175,641 | $32.1M |
| Corient Private Wealth LP | 0.05% | Add +0.8% | 170,506 | $31.0M |
| FMR LLC | 0.00% | Add +3.6% | 165,466 | $30.2M |
| Gallagher Fiduciary Advisors, LLC | 6.61% | Reduce -14.1% | 161,587 | $29.5M |
| Strategies Wealth Advisors, LLC | 4.16% | Reduce -2.6% | 156,576 | $28.6M |
| NewEdge Advisors, LLC | 0.21% | Add +7.1% | 156,565 | $28.6M |
| Asset Management Group, Inc. | 3.94% | Add +2.4% | 142,037 | $25.9M |
| Baird Financial Group, Inc. | 0.05% | Add +1.6% | 140,945 | $25.7M |
| Coastline Trust Co | 2.99% | Reduce -1.1% | 140,059 | $25.6M |
| US Bancorp \de | 0.03% | Reduce -1.8% | 135,244 | $24.7M |
| Comerica Bank | 0.10% | Reduce -2.1% | 134,099 | $24.5M |
| Marotta Asset Management | 5.05% | Reduce -0.2% | 135,275 | $24.4M |
| Wealth Architects, LLC | 2.95% | Reduce -0.8% | 132,160 | $24.1M |
| BHK Investment Advisors, LLC | 9.28% | Reduce -3.3% | 129,606 | $23.7M |
| Northwest Quadrant Wealth Management, LLC | 5.81% | Add +0.3% | 129,358 | $23.6M |
| Natixis Advisors, LLC | 0.05% | Add +59.4% | 128,150 | $23.4M |
| Sanctuary Advisors, LLC | 0.17% | — | 127,484 | $23.3M |
| McAdam, LLC | 1.34% | Add +11.4% | 122,265 | $22.3M |
| Private Advisor Group, LLC | 0.15% | Add +4.2% | 121,702 | $22.2M |
"% 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.