Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2025 (March 31)1,528holders −63
69new positions
117sold out
5famous investors
$185.43avg. 13F price*
At the end of Q1 2025, 1,528 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, down 63 from Q4 2024. 69 opened new positions and 117 sold out. The largest holders were Bank of America Corp. ($3.2B), Assetmark, Inc. ($777.7M) and Morgan Stanley ($732.6M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $44.8M |
| Exits | 117 | $193.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,559,063 shares bought and 5,943,961 shares sold, net −2,384,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,528 holders
| Bank of America Corp. | 0.28% | Reduce -7.9% | 17,000,309 | $3.2B |
| Assetmark, Inc. | 2.14% | Add +4.4% | 4,174,765 | $777.7M |
| Morgan Stanley | 0.05% | Add +2.0% | 3,932,705 | $732.6M |
| Betterment LLC | 1.48% | Reduce -5.5% | 3,353,053 | $624.6M |
| Wells Fargo & Company | 0.08% | Add +0.9% | 1,798,046 | $335.0M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -5.6% | 1,773,578 | $330.4M |
| Captrust Financial Advisors | 0.82% | Add +3.4% | 1,752,227 | $326.4M |
| UBS Group AG | 0.07% | Reduce -3.0% | 1,670,851 | $311.3M |
| Aspiriant, LLC | 9.97% | Add +25.9% | 1,541,432 | $287.2M |
| LPL Financial LLC | 0.10% | Add +7.9% | 1,389,827 | $258.9M |
| Sei Investments Co. | 0.33% | Add +5.4% | 1,385,332 | $258.1M |
| Jones Financial Companies LLLP | 0.22% | Reduce -45.4% | 1,311,587 | $243.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.5% | 967,699 | $180.3M |
| Mather Group, Llc. | 1.89% | Add +2.1% | 876,639 | $163.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.8% | 798,111 | $148.7M |
| Choreo, LLC | 2.29% | Reduce -3.6% | 792,246 | $147.6M |
| Ameriprise Financial Inc. | 0.04% | Add +3.0% | 779,514 | $145.2M |
| Tiaa Trust, National Association | 0.45% | Add +1.8% | 774,998 | $144.4M |
| HighTower Advisors, LLC | 0.20% | Add +11.0% | 773,070 | $144.0M |
| Commonwealth Equity Services, LLC | 0.20% | Add +4.7% | 748,249 | $139.4M |
| Allworth Financial LP | 0.76% | Add +0.4% | 745,659 | $134.0M |
| Cetera Investment Advisers | 0.26% | Add +10.5% | 718,232 | $133.8M |
| Focus Partners Wealth | 0.31% | Add +30.2% | 667,709 | $124.4M |
| JPMorgan Chase & Co. | 0.01% | Add +5.6% | 648,984 | $120.9M |
| Efficient Advisors, LLC | 6.89% | Add +2.8% | 567,895 | $105.8M |
| Mill Creek Capital Advisors, LLC | 2.22% | Add +0.1% | 491,142 | $91.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -33.0% | 486,159 | $90.7M |
| Royal Bank of Canada | 0.02% | Add +2.5% | 485,487 | $90.4M |
| Mariner, LLC | 0.13% | Add +3.6% | 435,333 | $81.1M |
| Rwa Wealth Partners, LLC | 1.02% | Add +5.3% | 432,678 | $80.6M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -0.4% | 420,364 | $78.3M |
| Bank of Montreal | 0.04% | Reduce -22.2% | 411,206 | $76.6M |
| Stephens Group Asset Management, LLC | 6.07% | Add +5.6% | 403,995 | $75.3M |
| United Capital Financial Advisors, LLC | 0.64% | Reduce -4.4% | 402,781 | $75.0M |
| Moneta Group Investment Advisors LLC | 1.01% | Add +1.1% | 391,713 | $73.0M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $71.3M |
| Wealthspire Advisors, LLC | 0.39% | Add +106.2% | 354,264 | $66.0M |
| Retirement Investment Advisors, Inc. | 6.68% | Add +5.7% | 354,102 | $66.0M |
| Modera Wealth Management, LLC | 0.88% | Reduce -1.0% | 350,900 | $65.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.5% | 336,371 | $62.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.5% | 327,501 | $61.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.4% | 326,772 | $60.9M |
| Stifel Financial Corp. | 0.06% | Add +2.1% | 322,604 | $60.1M |
| Creative Planning | 0.06% | Reduce -2.4% | 320,032 | $59.6M |
| Cresset Asset Management, LLC | 0.29% | Add +4.8% | 308,620 | $57.5M |
| Rodgers & Associates, LTD | 6.88% | Add +3.2% | 303,094 | $56.5M |
| 1832 Asset Management L.P. | 0.11% | Add +5.8% | 299,276 | $55.8M |
| Mokosak Advisory Group, LLC | 17.11% | Add +2.9% | 297,399 | $55.4M |
| Bragg Financial Advisors, Inc | 2.23% | Add +4.8% | 290,993 | $54.2M |
| JMG Financial Group, Ltd. | 1.80% | Add +1.6% | 286,017 | $53.3M |
| Mason Investment Advisory Services, Inc. | 3.18% | Add +0.1% | 282,919 | $52.7M |
| Verus Financial Partners, Inc. | 5.79% | Add +0.3% | 292,782 | $50.7M |
| Financial Advisory Corp | 8.28% | Add +9.1% | 268,595 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.9% | 268,573 | $50.0M |
| Stephens Inc. | 0.73% | Add +15.6% | 265,559 | $49.5M |
| Exencial Wealth Advisors, LLC | 1.82% | Reduce -0.9% | 262,816 | $49.0M |
| Savant Capital, LLC | 0.41% | Reduce -32.4% | 261,507 | $48.7M |
| Bailard, Inc. | 1.18% | Add +3.9% | 245,790 | $45.8M |
| Zhang Financial LLC | 2.41% | Add +1.0% | 245,033 | $45.6M |
| Center for Financial Planning, Inc. | 5.82% | Reduce -1.2% | 244,343 | $45.5M |
| MML Investors Services, LLC | 0.15% | Reduce -8.4% | 242,949 | $45.3M |
| Cerity Partners LLC | 0.09% | Reduce -5.8% | 241,559 | $45.0M |
| Thompson Siegel & Walmsley LLC | 0.75% | Add +0.1% | 238,493 | $44.4M |
| Inspirion Wealth Advisors, LLC | 6.07% | Add +1.5% | 234,633 | $43.7M |
| Mercer Global Advisors Inc. | 0.10% | Add +26.2% | 228,959 | $42.6M |
| Truist Financial Corp. | 0.07% | Reduce -3.8% | 221,825 | $41.3M |
| Corient Private Wealth LP | 0.07% | Add +56.8% | 220,963 | $41.2M |
| Abacus Planning Group, Inc. | 7.09% | Reduce -2.3% | 217,207 | $40.5M |
| University of Maryland Foundation, Inc. | 24.75% | No change | 208,177 | $38.8M |
| Foster Group, Inc. | 1.43% | Reduce -2.1% | 205,279 | $38.2M |
| Summit Financial, LLC | 1.00% | Reduce -3.1% | 191,374 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +4.1% | 185,397 | $34.5M |
| 25 LLC | 14.21% | Add +2.3% | 184,400 | $34.4M |
| Comprehensive Financial Management LLC | 1.08% | No change | 184,376 | $34.3M |
| Equitable Holdings, Inc. | 0.33% | Reduce -10.7% | 183,902 | $34.3M |
| Opal Wealth Advisors, LLC | 9.93% | Add +40.5% | 172,892 | $32.2M |
| Strategies Wealth Advisors, LLC | 3.89% | Add +3.6% | 170,901 | $31.8M |
| Waldron Private Wealth LLC | 1.48% | Reduce -2.8% | 168,213 | $31.3M |
| FMR LLC | 0.00% | Reduce -2.8% | 165,087 | $30.8M |
| Sanctuary Advisors, LLC | 0.20% | Add +2.6% | 152,824 | $28.5M |
| Asset Management Group, Inc. | 5.19% | Add +2.2% | 150,689 | $28.1M |
| Marotta Asset Management | 5.40% | Add +5.3% | 137,007 | $27.5M |
| US Bancorp \de | 0.04% | Add +6.3% | 146,003 | $27.2M |
| Natixis Advisors, LLC | 0.05% | Reduce -11.2% | 143,598 | $26.8M |
| NewEdge Advisors, LLC | 0.16% | Add +0.8% | 141,903 | $26.4M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Add +5.3% | 140,545 | $26.2M |
| Comerica Bank | 0.11% | Reduce -0.3% | 140,535 | $26.2M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -22.5% | 140,404 | $26.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -8.3% | 140,346 | $26.1M |
| Coastline Trust Co | 3.24% | Reduce -0.7% | 139,824 | $26.0M |
| Sepio Capital, LP | 2.01% | Add +6.8% | 136,478 | $25.4M |
| Northwest Quadrant Wealth Management, LLC | 5.89% | Add +0.6% | 134,635 | $25.1M |
| Safeguard Financial, LLC | 5.40% | Add +4.9% | 132,402 | $24.7M |
| Wealth Architects, LLC | 2.62% | Reduce -1.6% | 127,552 | $23.8M |
| McAdam, LLC | 1.46% | Reduce -0.8% | 126,938 | $23.6M |
| Private Advisor Group, LLC | 0.14% | Add +3.4% | 126,174 | $23.5M |
| Pasadena Private Wealth, LLC | 4.47% | Add +5.6% | 124,442 | $23.2M |
| Brickley Wealth Management | 4.78% | Add +0.1% | 123,659 | $23.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +6.3% | 123,224 | $23.0M |
| BHK Investment Advisors, LLC | 9.09% | Reduce -10.1% | 115,441 | $21.5M |
"% 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.