Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q2 2025 (June 30)1,562holders +34
107new positions
84sold out
5famous investors
$194.31avg. 13F price*
At the end of Q2 2025, 1,562 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 34 from Q1 2025. 107 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($3.0B), Assetmark, Inc. ($850.3M) and Morgan Stanley ($753.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q2 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $209.1M |
| Exits | 84 | $107.9M |
All 13F filers, Q1 2025 → Q2 2025: 4,140,989 shares bought and 5,848,919 shares sold, net −1,707,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,562 holders
| Bank of America Corp. | 0.24% | Reduce -10.4% | 15,229,662 | $3.0B |
| Assetmark, Inc. | 2.01% | Add +4.5% | 4,360,477 | $850.3M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 3,865,623 | $753.8M |
| Betterment LLC | 1.33% | Reduce -4.5% | 3,200,471 | $624.1M |
| Wells Fargo & Company | 0.08% | Add +0.6% | 1,809,616 | $352.9M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -4.0% | 1,703,138 | $332.1M |
| UBS Group AG | 0.07% | Reduce -2.2% | 1,633,911 | $318.6M |
| Aspiriant, LLC | 9.20% | Reduce -3.8% | 1,483,454 | $289.3M |
| LPL Financial LLC | 0.09% | Add +3.4% | 1,436,793 | $280.2M |
| Sei Investments Co. | 0.32% | Add +3.0% | 1,426,827 | $278.3M |
| Captrust Financial Advisors | 0.49% | Reduce -35.1% | 1,136,586 | $221.6M |
| Jones Financial Companies LLLP | 0.16% | Reduce -19.0% | 1,062,970 | $208.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -4.5% | 923,880 | $180.2M |
| Cetera Investment Advisers | 0.29% | Add +22.6% | 880,807 | $171.8M |
| Mather Group, Llc. | 1.82% | Reduce -0.4% | 873,500 | $170.3M |
| HighTower Advisors, LLC | 0.20% | Add +6.3% | 821,531 | $160.2M |
| Osaic Holdings, Inc. | 0.28% | Add +67.1% | 812,288 | $156.3M |
| Allworth Financial LP | 0.74% | Add +6.6% | 794,775 | $155.0M |
| Tiaa Trust, National Association | 0.40% | Add +1.0% | 782,506 | $152.6M |
| Choreo, LLC | 2.13% | Reduce -1.8% | 777,889 | $152.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.2% | 780,538 | $152.2M |
| JPMorgan Chase & Co. | 0.01% | Add +15.2% | 747,328 | $145.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.2% | 739,019 | $144.6M |
| Focus Partners Wealth | 0.30% | Add +4.9% | 700,565 | $136.7M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -11.0% | 665,646 | $129.8M |
| Efficient Advisors, LLC | 7.09% | Add +7.5% | 610,689 | $119.1M |
| Royal Bank of Canada | 0.02% | Add +3.7% | 503,565 | $98.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +47.0% | 480,301 | $96.9M |
| Mill Creek Capital Advisors, LLC | 2.09% | Reduce -1.5% | 483,605 | $94.3M |
| Rwa Wealth Partners, LLC | 1.14% | Add +8.0% | 467,411 | $91.1M |
| Stephens Group Asset Management, LLC | 6.37% | Add +12.3% | 453,785 | $88.5M |
| Mariner, LLC | 0.13% | Add +3.9% | 452,257 | $88.2M |
| Rockefeller Capital Management L.P. | 0.19% | Add +4.8% | 440,453 | $85.9M |
| Moneta Group Investment Advisors LLC | 1.02% | Add +11.6% | 437,040 | $85.2M |
| Park Avenue Securities LLC | 0.72% | New | 402,203 | $78.4M |
| JMG Financial Group, Ltd. | 2.35% | Add +39.1% | 397,979 | $77.6M |
| Retirement Systems of Alabama | 0.27% | No change | 382,480 | $74.6M |
| Bank of Montreal | 0.04% | Reduce -7.2% | 381,568 | $74.4M |
| Retirement Investment Advisors, Inc. | 6.66% | Add +7.2% | 379,601 | $74.0M |
| United Capital Financial Advisors, LLC | 0.59% | Reduce -7.4% | 372,856 | $72.7M |
| Modera Wealth Management, LLC | 0.87% | Add +3.3% | 362,293 | $70.7M |
| Wealthspire Advisors, LLC | 0.39% | Add +0.8% | 357,106 | $69.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.0% | 357,098 | $69.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.4% | 354,686 | $69.2M |
| Stifel Financial Corp. | 0.06% | Add +2.9% | 331,832 | $64.7M |
| Rodgers & Associates, LTD | 6.79% | Add +4.6% | 316,993 | $61.8M |
| 1832 Asset Management L.P. | 0.11% | Add +5.5% | 315,854 | $61.6M |
| Bragg Financial Advisors, Inc | 2.14% | Add +5.3% | 306,523 | $59.8M |
| Mokosak Advisory Group, LLC | 16.82% | Add +2.6% | 305,009 | $59.5M |
| Creative Planning | 0.05% | Reduce -7.0% | 297,801 | $58.1M |
| Cresset Asset Management, LLC | 0.28% | Reduce -9.1% | 280,451 | $54.9M |
| Mason Investment Advisory Services, Inc. | 2.99% | Reduce -0.6% | 281,121 | $54.8M |
| Financial Advisory Corp | 8.25% | Add +2.7% | 275,782 | $53.8M |
| Exencial Wealth Advisors, LLC | 1.88% | Add +4.2% | 273,786 | $53.4M |
| Stephens Inc. | 0.72% | Add +1.7% | 270,049 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 268,007 | $52.3M |
| Savant Capital, LLC | 0.37% | Add +1.1% | 264,513 | $51.6M |
| Cerity Partners LLC | 0.09% | Add +5.1% | 253,816 | $49.5M |
| Wit, LLC | 1.21% | New | 250,167 | $48.8M |
| Bailard, Inc. | 1.12% | Add +0.4% | 246,697 | $48.1M |
| MML Investors Services, LLC | 0.14% | Add +0.9% | 245,196 | $47.8M |
| Thompson Siegel & Walmsley LLC | 0.79% | Add +0.1% | 238,826 | $46.6M |
| Zhang Financial LLC | 2.13% | Reduce -3.4% | 236,780 | $46.2M |
| Inspirion Wealth Advisors, LLC | 5.99% | Reduce -1.1% | 231,924 | $45.2M |
| Abacus Planning Group, Inc. | 5.97% | Reduce -5.3% | 205,765 | $40.1M |
| Summit Financial, LLC | 0.90% | Add +6.2% | 203,262 | $39.8M |
| Foster Group, Inc. | 1.36% | Reduce -0.6% | 203,956 | $39.8M |
| Truist Financial Corp. | 0.06% | Reduce -8.3% | 203,501 | $39.7M |
| Corient Private Wealth LP | 0.05% | Reduce -9.9% | 198,986 | $38.8M |
| 25 LLC | 13.71% | Add +3.8% | 191,385 | $37.3M |
| Equitable Holdings, Inc. | 0.30% | Add +2.3% | 188,102 | $36.7M |
| Comprehensive Financial Management LLC | 1.01% | No change | 184,376 | $36.1M |
| Opal Wealth Advisors, LLC | 9.96% | Add +6.4% | 184,022 | $35.9M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -23.0% | 176,390 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -6.5% | 173,386 | $33.8M |
| Strategies Wealth Advisors, LLC | 3.64% | Add +0.1% | 171,025 | $33.4M |
| Merit Financial Group, LLC | 0.37% | Add +419.5% | 169,586 | $33.1M |
| Waldron Private Wealth LLC | 1.43% | Reduce -0.2% | 167,804 | $32.9M |
| Pathstone Holdings, LLC | 0.12% | Add +83.5% | 162,441 | $30.2M |
| Verus Financial Partners, Inc. | 3.04% | Reduce -49.3% | 148,415 | $29.9M |
| Sanctuary Advisors, LLC | 0.18% | Reduce -2.1% | 149,591 | $29.2M |
| Asset Management Group, Inc. | 5.08% | Reduce -0.9% | 149,397 | $29.1M |
| US Bancorp \de | 0.04% | Add +1.3% | 147,872 | $28.9M |
| NewEdge Advisors, LLC | 0.14% | Add +0.6% | 142,693 | $27.8M |
| Comerica Bank | 0.11% | Add +0.4% | 141,141 | $27.5M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Reduce -0.7% | 139,592 | $27.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.9% | 137,603 | $26.8M |
| Northwest Quadrant Wealth Management, LLC | 5.88% | Add +0.4% | 135,194 | $26.4M |
| Wealth Architects, LLC | 2.66% | Add +5.3% | 134,344 | $26.2M |
| Marotta Asset Management | 5.20% | Reduce -2.9% | 133,063 | $25.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +7.7% | 132,699 | $25.9M |
| FMR LLC | 0.00% | Reduce -20.0% | 132,031 | $25.7M |
| McAdam, LLC | 1.37% | Add +1.4% | 128,647 | $25.1M |
| Private Advisor Group, LLC | 0.13% | Reduce -0.1% | 126,038 | $24.6M |
| Brickley Wealth Management | 4.74% | Add +0.5% | 124,223 | $24.2M |
| Kestra Advisory Services, LLC | 0.11% | Add +8.2% | 120,548 | $23.5M |
| Silver Coast Investments LLC | 8.35% | Add +73.5% | 117,826 | $23.0M |
| BHK Investment Advisors, LLC | 8.97% | Add +1.7% | 117,444 | $22.9M |
| Pasadena Private Wealth, LLC | 3.92% | Reduce -5.8% | 117,238 | $22.9M |
| Grey Fox Wealth Advisors, LLC | 5.36% | Add +4.9% | 114,766 | $22.5M |
"% 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.