Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q4 2024 (December 31)1,591holders +161
88new positions
50sold out
5famous investors
$198.19avg. 13F price*
At the end of Q4 2024, 1,591 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 161 from Q3 2024. 88 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($3.7B), Assetmark, Inc. ($792.4M) and Morgan Stanley ($764.4M). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $75.1M |
| Exits | 50 | $68.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,478,876 shares bought and 3,090,032 shares sold, net +388,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,591 holders
| Bank of America Corp. | 0.34% | Add +0.0% | 18,452,222 | $3.7B |
| Assetmark, Inc. | 2.15% | Add +4.7% | 3,998,206 | $792.4M |
| Morgan Stanley | 0.05% | Add +2.7% | 3,857,217 | $764.4M |
| Betterment LLC | 1.68% | Reduce -4.1% | 3,546,772 | $702.9M |
| Jones Financial Companies LLLP | 0.45% | Add +0.8% | 2,400,592 | $475.7M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -2.2% | 1,878,380 | $372.3M |
| Wells Fargo & Company | 0.09% | Add +10.8% | 1,781,230 | $353.0M |
| UBS Group AG | 0.08% | Add +5.8% | 1,722,474 | $341.4M |
| Captrust Financial Advisors | 0.96% | Add +9.4% | 1,693,990 | $335.7M |
| Sei Investments Co. | 0.33% | Add +2.1% | 1,314,899 | $260.6M |
| LPL Financial LLC | 0.10% | Add +4.7% | 1,287,839 | $255.2M |
| Aspiriant, LLC | 8.76% | Add +42.1% | 1,224,131 | $242.6M |
| Raymond James Financial Inc. | 0.07% | — | 982,869 | $194.8M |
| Mather Group, Llc. | 2.21% | Reduce -19.1% | 858,328 | $170.1M |
| Choreo, LLC | 2.34% | Reduce -3.0% | 822,212 | $162.9M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.1% | 791,454 | $156.9M |
| Allworth Financial LP | 0.84% | Add +4.6% | 743,017 | $153.3M |
| Tiaa Trust, National Association | 0.46% | Add +6.5% | 761,595 | $150.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.8% | 756,522 | $150.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +11.7% | 714,644 | $141.6M |
| Osaic Holdings, Inc. | 0.32% | Add +3.9% | 725,453 | $141.6M |
| HighTower Advisors, LLC | 0.19% | Add +4.1% | 696,587 | $138.0M |
| Cetera Investment Advisers | 0.27% | Add +2.4% | 650,087 | $128.8M |
| JPMorgan Chase & Co. | 0.01% | Add +4.4% | 614,324 | $121.7M |
| Efficient Advisors, LLC | 7.05% | Reduce -4.8% | 552,519 | $109.5M |
| Bank of Montreal | 0.05% | Add +3.1% | 528,591 | $104.8M |
| Focus Partners Wealth | 0.26% | Reduce -0.1% | 512,670 | $101.6M |
| Mill Creek Capital Advisors, LLC | 2.33% | Add +1.5% | 490,541 | $97.2M |
| Royal Bank of Canada | 0.02% | Add +1.6% | 473,800 | $93.9M |
| Rockefeller Capital Management L.P. | 0.22% | Add +1.1% | 422,177 | $83.7M |
| United Capital Financial Advisors, LLC | 0.71% | Reduce -2.4% | 421,473 | $83.5M |
| Mariner, LLC | 0.14% | Add +8.6% | 420,240 | $83.3M |
| Rwa Wealth Partners, LLC | 1.00% | Add +9.0% | 411,046 | $81.5M |
| Moneta Group Investment Advisors LLC | 1.08% | Add +4.4% | 387,247 | $76.7M |
| Savant Capital, LLC | 0.60% | Reduce -4.6% | 386,790 | $76.7M |
| Stephens Group Asset Management, LLC | 6.32% | Add +0.2% | 382,594 | $75.8M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $75.8M |
| Modera Wealth Management, LLC | 0.85% | Add +12.2% | 354,389 | $70.2M |
| Retirement Investment Advisors, Inc. | 7.00% | Add +2.9% | 334,894 | $66.4M |
| Park Avenue Securities LLC | 0.68% | Add +7.8% | 331,455 | $65.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +5.1% | 331,345 | $65.7M |
| Creative Planning | 0.06% | Add +30.6% | 327,946 | $65.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.5% | 322,622 | $63.9M |
| Stifel Financial Corp. | 0.07% | Add +5.1% | 315,942 | $62.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.3% | 315,855 | $62.6M |
| Cresset Asset Management, LLC | 0.28% | Add +3.7% | 294,504 | $58.4M |
| Rodgers & Associates, LTD | 6.94% | Reduce -1.9% | 293,771 | $58.2M |
| Mokosak Advisory Group, LLC | 17.18% | Add +0.2% | 289,160 | $57.3M |
| Verus Financial Partners, Inc. | 6.40% | Reduce -0.3% | 291,822 | $57.0M |
| 1832 Asset Management L.P. | 0.10% | Reduce -6.4% | 283,002 | $56.1M |
| Mason Investment Advisory Services, Inc. | 3.28% | Add +0.1% | 282,609 | $56.0M |
| JMG Financial Group, Ltd. | 1.90% | Reduce -0.8% | 281,596 | $55.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.6% | 279,457 | $55.4M |
| Bragg Financial Advisors, Inc | 2.23% | Add +0.3% | 277,583 | $55.0M |
| MML Investors Services, LLC | 0.18% | Add +15.1% | 265,372 | $52.6M |
| Exencial Wealth Advisors, LLC | 1.93% | Reduce -4.6% | 265,115 | $52.5M |
| Cerity Partners LLC | 0.11% | Reduce -0.9% | 256,293 | $50.8M |
| Center for Financial Planning, Inc. | 6.54% | Reduce -0.2% | 247,394 | $49.0M |
| Financial Advisory Corp | 8.51% | — | 246,091 | $48.8M |
| Zhang Financial LLC | 2.75% | Reduce -0.1% | 242,628 | $48.1M |
| Thompson Siegel & Walmsley LLC | 0.74% | Add +0.8% | 238,249 | $47.2M |
| Bailard, Inc. | 1.20% | Reduce -2.1% | 236,518 | $46.9M |
| Inspirion Wealth Advisors, LLC | 6.41% | Add +3.0% | 231,145 | $45.9M |
| Truist Financial Corp. | 0.07% | Add +2.3% | 230,684 | $45.7M |
| Stephens Inc. | 0.64% | Reduce -2.0% | 229,703 | $45.5M |
| Abacus Planning Group, Inc. | 7.75% | Add +2.4% | 222,350 | $44.1M |
| Foster Group, Inc. | 1.59% | Reduce -5.7% | 209,709 | $41.6M |
| University of Maryland Foundation, Inc. | 23.16% | Add +83.3% | 208,177 | $41.3M |
| Equitable Holdings, Inc. | 0.39% | Add +0.7% | 205,987 | $40.8M |
| Merriman Wealth Management, LLC | 1.69% | Reduce -3.6% | 205,133 | $40.7M |
| Summit Financial, LLC | 1.37% | Add +8.3% | 197,507 | $39.1M |
| Comprehensive Financial Management LLC | 1.01% | Reduce -43.2% | 184,376 | $36.5M |
| Shepherd Financial Partners LLC | 4.34% | Add +0.5% | 183,032 | $36.3M |
| Mercer Global Advisors Inc. | 0.09% | Add +9.9% | 181,389 | $35.9M |
| Sequoia Financial Advisors, LLC | 0.35% | Add +1545.5% | 181,253 | $35.9M |
| 25 LLC | 15.12% | Add +1.9% | 180,243 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -7.0% | 178,165 | $35.3M |
| Henshaw Capital LLC | 1.46% | No change | 177,150 | $35.1M |
| Waldron Private Wealth LLC | 1.38% | Add +0.4% | 172,974 | $34.3M |
| Wealthspire Advisors, LLC | 0.34% | Add +12.0% | 171,840 | $34.1M |
| FMR LLC | 0.00% | Add +4.4% | 169,914 | $33.7M |
| Strategies Wealth Advisors, LLC | 4.18% | Add +4.9% | 164,981 | $33.5M |
| Natixis Advisors, LLC | 0.06% | Add +69.8% | 161,624 | $32.0M |
| Sanctuary Advisors, LLC | 0.20% | Add +10.0% | 148,957 | $30.9M |
| Baird Financial Group, Inc. | 0.06% | Add +7.2% | 153,082 | $30.3M |
| Asset Management Group, Inc. | 5.20% | Add +1.3% | 147,464 | $29.2M |
| Kaydan Wealth Management, Inc. | 9.38% | Reduce -1.5% | 142,408 | $28.2M |
| Comerica Bank | 0.11% | Add +9.2% | 140,899 | $27.9M |
| Coastline Trust Co | 3.27% | No change | 140,799 | $27.9M |
| NewEdge Advisors, LLC | 0.17% | Reduce -12.3% | 140,785 | $27.9M |
| Corient Private Wealth LP | 0.05% | Reduce -20.3% | 140,913 | $27.5M |
| US Bancorp \de | 0.04% | Reduce -0.7% | 137,332 | $27.2M |
| Northwest Quadrant Wealth Management, LLC | 6.03% | Add +2.7% | 133,827 | $26.5M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +30.3% | 133,476 | $26.5M |
| Christopher J. Hasenberg, Inc | 10.45% | New | 130,774 | $25.9M |
| Marotta Asset Management | 5.38% | Reduce -5.0% | 130,135 | $25.7M |
| Wealth Architects, LLC | 2.90% | Reduce -1.7% | 129,566 | $25.7M |
| BHK Investment Advisors, LLC | 9.55% | Reduce -0.5% | 128,354 | $25.4M |
| McAdam, LLC | 1.38% | Add +4.7% | 128,011 | $25.4M |
| Sepio Capital, LP | 2.03% | Add +2.5% | 127,795 | $25.3M |
"% 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.