Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q3 2024 (September 30)1,430holders +61
93new positions
35sold out
6famous investors
$197.85avg. 13F price*
At the end of Q3 2024, 1,430 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 61 from Q2 2024. 93 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($3.7B), Assetmark, Inc. ($766.5M) and Morgan Stanley ($754.3M). 6 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $66.2M |
| Exits | 35 | $29.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,626,209 shares bought and 4,114,449 shares sold, net +1,511,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,430 holders
| Bank of America Corp. | 0.32% | Add +9.8% | 18,445,376 | $3.7B |
| Assetmark, Inc. | 2.20% | Add +3.8% | 3,817,544 | $766.5M |
| Morgan Stanley | 0.05% | Reduce -3.1% | 3,756,951 | $754.3M |
| Betterment LLC | 1.77% | Reduce -3.5% | 3,697,782 | $742.4M |
| Jones Financial Companies LLLP | 0.49% | Add +1.3% | 2,382,526 | $477.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -12.3% | 1,920,384 | $385.6M |
| UBS Group AG | 0.09% | Add +7.2% | 1,628,298 | $326.9M |
| Wells Fargo & Company | 0.08% | Add +2.7% | 1,607,845 | $322.8M |
| Captrust Financial Advisors | 0.92% | Add +655.6% | 1,548,368 | $310.9M |
| Axiom Advisory, LLC | 2.61% | Add +7.6% | 1,452,124 | $279.1M |
| Sei Investments Co. | 0.34% | Reduce -3.6% | 1,287,672 | $258.5M |
| LPL Financial LLC | 0.11% | Add +7.0% | 1,230,640 | $247.1M |
| Mather Group, Llc. | 2.74% | Reduce -26.9% | 1,061,231 | $213.1M |
| Aspiriant, LLC | 6.56% | Add +4.9% | 861,225 | $172.9M |
| Choreo, LLC | 2.47% | Reduce -0.4% | 847,549 | $168.6M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.4% | 792,026 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +21.0% | 786,533 | $158.8M |
| Tiaa Trust, National Association | 0.43% | Add +4.8% | 715,144 | $143.6M |
| Allworth Financial LP | 0.87% | Add +1.9% | 710,066 | $142.6M |
| Osaic Holdings, Inc. | 0.32% | Reduce -2.7% | 698,027 | $140.3M |
| HighTower Advisors, LLC | 0.20% | Reduce -3.5% | 669,059 | $134.3M |
| Commonwealth Equity Services, LLC | 0.19% | Add +2.5% | 639,545 | $128.4M |
| Cetera Investment Advisers | 0.28% | Add +4.8% | 635,026 | $127.5M |
| JPMorgan Chase & Co. | 0.01% | Add +8.1% | 588,406 | $118.1M |
| Efficient Advisors, LLC | 7.31% | Reduce -0.9% | 580,223 | $116.5M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +3.4% | 526,298 | $105.7M |
| Focus Partners Wealth | 0.33% | Add +1.2% | 513,218 | $103.0M |
| Bank of Montreal | 0.05% | Reduce -0.2% | 512,540 | $102.7M |
| Mill Creek Capital Advisors, LLC | 2.34% | Add +1.2% | 483,329 | $97.0M |
| Royal Bank of Canada | 0.02% | Reduce -1.3% | 466,547 | $93.7M |
| United Capital Financial Advisors, LLC | 0.71% | Add +0.6% | 431,820 | $86.7M |
| Rockefeller Capital Management L.P. | 0.23% | Add +3.6% | 417,369 | $83.8M |
| Savant Capital, LLC | 0.68% | Add +29.4% | 405,448 | $81.4M |
| Mariner, LLC | 0.14% | Add +3.0% | 387,069 | $77.7M |
| Retirement Systems of Alabama | 0.29% | No change | 382,480 | $76.8M |
| Stephens Group Asset Management, LLC | 6.40% | Add +1.1% | 381,785 | $76.7M |
| Raymond James & Associates | 0.05% | Reduce -3.1% | 377,358 | $75.8M |
| Rwa Wealth Partners, LLC | 0.94% | Add +0.7% | 377,173 | $75.7M |
| Moneta Group Investment Advisors LLC | 1.08% | Add +7.1% | 370,796 | $74.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.5% | 368,681 | $74.0M |
| Retirement Investment Advisors, Inc. | 7.14% | Add +4.1% | 325,393 | $65.3M |
| Comprehensive Financial Management LLC | 1.81% | No change | 324,376 | $65.1M |
| Modera Wealth Management, LLC | 0.81% | Reduce -0.5% | 315,793 | $63.4M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -2.8% | 315,228 | $63.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -4.1% | 311,738 | $62.6M |
| Park Avenue Securities LLC | 0.69% | Add +7.5% | 307,498 | $61.7M |
| 1832 Asset Management L.P. | 0.10% | Reduce -2.9% | 302,446 | $60.7M |
| Stifel Financial Corp. | 0.06% | Add +1.0% | 300,556 | $60.4M |
| Rodgers & Associates, LTD | 7.17% | Add +0.2% | 299,381 | $60.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 295,930 | $59.4M |
| Verus Financial Partners, Inc. | 6.38% | Reduce -0.1% | 292,659 | $58.2M |
| Mokosak Advisory Group, LLC | 17.37% | Add +4.8% | 288,529 | $57.9M |
| Cresset Asset Management, LLC | 0.22% | Add +6.7% | 284,114 | $57.0M |
| JMG Financial Group, Ltd. | 1.95% | Reduce -1.1% | 283,935 | $57.0M |
| Mason Investment Advisory Services, Inc. | 3.31% | Reduce -1.0% | 282,279 | $56.7M |
| Exencial Wealth Advisors, LLC | 2.01% | Reduce -7.6% | 277,892 | $55.8M |
| Bragg Financial Advisors, Inc | 2.29% | Add +3.1% | 276,789 | $55.6M |
| Cerity Partners LLC | 0.12% | Reduce -0.8% | 258,619 | $51.9M |
| Creative Planning | 0.05% | Add +2.8% | 251,089 | $50.4M |
| Center for Financial Planning, Inc. | 6.76% | Add +0.8% | 247,971 | $49.8M |
| Zhang Financial LLC | 3.08% | Reduce -0.0% | 242,944 | $48.8M |
| Bailard, Inc. | 1.26% | Add +6.2% | 241,492 | $48.5M |
| Thompson Siegel & Walmsley LLC | 0.71% | Add +1.5% | 236,439 | $47.5M |
| Stephens Inc. | 0.67% | Reduce -1.3% | 234,422 | $47.1M |
| MML Investors Services, LLC | 0.17% | Reduce -1.4% | 230,599 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +7.7% | 225,543 | $45.3M |
| Inspirion Wealth Advisors, LLC | 6.30% | Add +2.2% | 224,362 | $45.0M |
| Foster Group, Inc. | 1.67% | Reduce -2.8% | 222,334 | $44.6M |
| Abacus Planning Group, Inc. | 7.79% | Add +11.4% | 217,057 | $43.6M |
| Merriman Wealth Management, LLC | 1.73% | Reduce -2.6% | 212,807 | $42.7M |
| Lincoln National Corp. | 1.33% | Add +3.5% | 207,389 | $41.6M |
| Equitable Holdings, Inc. | 0.40% | Reduce -0.9% | 204,526 | $41.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +4.4% | 191,560 | $38.5M |
| Summit Financial, LLC | 1.43% | Reduce -5.5% | 182,304 | $36.6M |
| Shepherd Financial Partners LLC | 4.40% | Reduce -3.7% | 182,078 | $36.6M |
| Henshaw Capital LLC | 1.49% | No change | 177,150 | $35.6M |
| 25 LLC | 15.41% | Add +0.7% | 176,876 | $35.5M |
| Corient Private Wealth LP | 0.06% | Add +3.7% | 176,761 | $35.5M |
| Waldron Private Wealth LLC | 1.44% | Reduce -4.8% | 172,343 | $34.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +2.2% | 164,992 | $32.9M |
| FMR LLC | 0.00% | Reduce -1.7% | 162,694 | $32.7M |
| NewEdge Advisors, LLC | 0.21% | Add +2.5% | 160,437 | $32.2M |
| World Investment Advisors | 1.00% | Add +2681.9% | 158,567 | $31.8M |
| Strategies Wealth Advisors, LLC | 4.22% | Add +0.5% | 157,304 | $31.6M |
| Wealthspire Advisors, LLC | 0.31% | Add +26.8% | 153,391 | $30.8M |
| Asset Management Group, Inc. | 4.13% | Add +2.5% | 145,513 | $29.2M |
| Kaydan Wealth Management, Inc. | 8.57% | Add +291.9% | 144,602 | $29.0M |
| Sanctuary Advisors, LLC | 0.18% | Add +6.3% | 135,452 | $29.0M |
| Baird Financial Group, Inc. | 0.06% | Add +1.4% | 142,859 | $28.7M |
| Coastline Trust Co | 3.32% | Add +0.5% | 140,799 | $28.3M |
| US Bancorp \de | 0.04% | Add +2.3% | 138,349 | $27.8M |
| Marotta Asset Management | 5.40% | Add +1.3% | 137,007 | $27.5M |
| Wealth Architects, LLC | 3.00% | Reduce -0.3% | 131,812 | $26.5M |
| Northwest Quadrant Wealth Management, LLC | 6.03% | Add +0.8% | 130,332 | $26.2M |
| Comerica Bank | 0.10% | Reduce -3.8% | 129,046 | $25.9M |
| BHK Investment Advisors, LLC | 9.66% | Reduce -0.5% | 128,949 | $25.9M |
| Sepio Capital, LP | 1.95% | Add +3.9% | 124,639 | $25.0M |
| McAdam, LLC | 1.38% | Add +0.0% | 122,296 | $24.6M |
| Opal Wealth Advisors, LLC | 7.63% | Add +8.0% | 121,388 | $24.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.67% | Add +2.5% | 119,061 | $23.9M |
"% 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.