Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q3 2025 (September 30)1,576holders +14
97new positions
71sold out
4famous investors
$208.12avg. 13F price*
At the end of Q3 2025, 1,576 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 14 from Q2 2025. 97 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($3.2B), Assetmark, Inc. ($890.4M) and Morgan Stanley ($799.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital 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 (Q3 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $125.6M |
| Exits | 71 | $48.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,824,269 shares bought and 2,638,060 shares sold, net +186,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,576 holders
| Bank of America Corp. | 0.24% | Add +1.4% | 15,438,804 | $3.2B |
| Assetmark, Inc. | 1.91% | Reduce -2.2% | 4,266,021 | $890.4M |
| Morgan Stanley | 0.05% | Reduce -0.9% | 3,830,880 | $799.5M |
| Betterment LLC | 1.28% | Reduce -3.1% | 3,100,066 | $647.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.8% | 1,776,642 | $370.8M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -2.5% | 1,659,874 | $346.4M |
| Aspiriant, LLC | 9.75% | Add +3.0% | 1,527,300 | $318.8M |
| Sei Investments Co. | 0.33% | Add +1.8% | 1,452,261 | $303.1M |
| UBS Group AG | 0.06% | Reduce -11.3% | 1,449,131 | $302.4M |
| LPL Financial LLC | 0.09% | Reduce -0.5% | 1,430,106 | $298.5M |
| Captrust Financial Advisors | 0.52% | Add +7.7% | 1,224,488 | $255.6M |
| Cetera Investment Advisers | 0.26% | Add +21.6% | 1,070,900 | $223.5M |
| Raymond James Financial Inc. | 0.06% | Add +3.0% | 951,299 | $198.5M |
| Jones Financial Companies LLLP | 0.13% | Reduce -14.7% | 906,506 | $189.8M |
| Osaic Holdings, Inc. | 0.26% | Add +9.0% | 885,454 | $185.0M |
| Tiaa Trust, National Association | 0.43% | Add +9.3% | 855,498 | $178.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +5.5% | 823,826 | $171.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.8% | 815,198 | $170.1M |
| Allworth Financial LP | 0.75% | Add +1.8% | 809,011 | $168.8M |
| Choreo, LLC | 2.15% | Add +1.0% | 785,889 | $164.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 727,231 | $151.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.7% | 726,669 | $151.7M |
| Mather Group, Llc. | 1.34% | Reduce -27.0% | 637,311 | $133.0M |
| Efficient Advisors, LLC | 7.24% | Add +0.8% | 615,422 | $128.4M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -11.5% | 589,386 | $123.0M |
| Focus Partners Wealth | 0.19% | Reduce -21.1% | 552,460 | $115.3M |
| Rwa Wealth Partners, LLC | 1.15% | Add +3.5% | 483,851 | $101.0M |
| Royal Bank of Canada | 0.02% | Reduce -4.0% | 483,663 | $100.9M |
| Mill Creek Capital Advisors, LLC | 2.07% | Reduce -0.2% | 482,541 | $100.7M |
| Park Avenue Securities LLC | 0.77% | Add +17.3% | 471,888 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -4.0% | 460,904 | $96.2M |
| Mariner, LLC | 0.12% | Add +1.8% | 460,317 | $96.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +2.5% | 451,626 | $94.3M |
| Moneta Group Investment Advisors LLC | 0.75% | Add +2.8% | 449,384 | $93.8M |
| JMG Financial Group, Ltd. | 2.35% | Reduce -0.8% | 394,828 | $82.4M |
| Retirement Investment Advisors, Inc. | 6.70% | Add +1.7% | 386,047 | $80.6M |
| Retirement Systems of Alabama | 0.27% | No change | 382,480 | $79.8M |
| Stephens Group Asset Management, LLC | 5.32% | Reduce -16.6% | 378,525 | $79.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.6% | 367,568 | $76.7M |
| Wealthspire Advisors, LLC | 0.39% | Add +0.7% | 359,466 | $75.0M |
| Modera Wealth Management, LLC | 0.87% | Reduce -1.1% | 358,443 | $74.8M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -6.2% | 349,701 | $73.0M |
| Bank of Montreal | 0.03% | Reduce -8.4% | 349,500 | $72.9M |
| Stifel Financial Corp. | 0.06% | Add +2.3% | 339,403 | $70.8M |
| Corient Private Wealth LP | 0.11% | Add +62.1% | 322,615 | $67.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -11.4% | 316,472 | $66.1M |
| Rodgers & Associates, LTD | 6.76% | Reduce -0.8% | 314,416 | $65.6M |
| Mokosak Advisory Group, LLC | 16.91% | Add +1.6% | 309,726 | $64.6M |
| Creative Planning | 0.05% | Add +3.2% | 307,216 | $64.1M |
| 1832 Asset Management L.P. | 0.11% | Reduce -4.2% | 302,556 | $63.1M |
| Savant Capital, LLC | 0.38% | Add +13.4% | 299,873 | $62.6M |
| Cresset Asset Management, LLC | 0.27% | Add +6.0% | 297,423 | $62.4M |
| Bragg Financial Advisors, Inc | 2.03% | Reduce -4.1% | 294,047 | $61.4M |
| Financial Advisory Corp | 8.69% | Add +2.5% | 282,758 | $59.0M |
| Mason Investment Advisory Services, Inc. | 2.93% | Add +0.1% | 281,484 | $58.7M |
| Stephens Inc. | 0.71% | Reduce -0.6% | 268,397 | $56.0M |
| Exencial Wealth Advisors, LLC | 1.82% | Reduce -2.2% | 267,656 | $55.9M |
| Cerity Partners LLC | 0.09% | Add +0.7% | 255,634 | $53.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.7% | 255,384 | $53.3M |
| Wit, LLC | 1.18% | No change | 250,167 | $52.2M |
| Bailard, Inc. | 1.12% | Add +0.5% | 247,841 | $51.7M |
| Thompson Siegel & Walmsley LLC | 0.81% | Add +0.2% | 239,216 | $49.9M |
| Zhang Financial LLC | 2.00% | Reduce -0.2% | 236,207 | $49.3M |
| Inspirion Wealth Advisors, LLC | 6.30% | Reduce -3.3% | 224,362 | $45.0M |
| Truist Financial Corp. | 0.06% | Add +5.3% | 214,208 | $44.7M |
| Abacus Planning Group, Inc. | 6.13% | Add +3.4% | 212,793 | $44.4M |
| Equitable Holdings, Inc. | 0.32% | Add +11.7% | 210,170 | $43.9M |
| MML Investors Services, LLC | 0.11% | Reduce -16.4% | 204,984 | $42.8M |
| Foster Group, Inc. | 1.30% | Reduce -2.5% | 198,947 | $41.5M |
| Summit Financial, LLC | 0.62% | Reduce -4.4% | 194,255 | $40.5M |
| 25 LLC | 13.66% | Add +0.4% | 192,208 | $40.1M |
| Opal Wealth Advisors, LLC | 10.91% | Add +2.1% | 187,821 | $39.2M |
| Comprehensive Financial Management LLC | 1.07% | No change | 184,376 | $38.7M |
| Strategies Wealth Advisors, LLC | 3.75% | Add +0.9% | 172,619 | $36.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.3% | 170,530 | $35.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -3.0% | 168,115 | $35.1M |
| Waldron Private Wealth LLC | 1.41% | Reduce -1.0% | 166,158 | $34.8M |
| Merit Financial Group, LLC | 0.31% | Reduce -5.2% | 160,742 | $33.5M |
| Sanctuary Advisors, LLC | 0.18% | Add +2.7% | 153,674 | $32.1M |
| Pathstone Holdings, LLC | 0.12% | Reduce -5.9% | 152,877 | $31.9M |
| US Bancorp \de | 0.04% | Add +2.5% | 151,611 | $31.7M |
| Asset Management Group, Inc. | 5.08% | Reduce -0.5% | 148,685 | $31.0M |
| Private Advisor Group, LLC | 0.15% | Add +15.2% | 145,188 | $30.3M |
| Verus Financial Partners, Inc. | 2.90% | Reduce -2.6% | 144,562 | $30.2M |
| NewEdge Advisors, LLC | 0.14% | Add +1.2% | 144,361 | $30.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +18.5% | 142,807 | $29.8M |
| Marotta Asset Management | 5.42% | Add +3.3% | 137,510 | $28.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.0% | 137,590 | $28.7M |
| Aaron Wealth Advisors LLC | 1.72% | Add +41.5% | 136,680 | $28.5M |
| Comerica Bank | 0.11% | Reduce -4.1% | 135,364 | $28.3M |
| Wealth Architects, LLC | 2.64% | Reduce -0.3% | 133,972 | $28.0M |
| Northwest Quadrant Wealth Management, LLC | 5.88% | Reduce -1.3% | 133,429 | $27.8M |
| FMR LLC | 0.00% | Add +1.0% | 133,380 | $27.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Reduce -0.3% | 132,274 | $27.6M |
| World Investment Advisors | 0.56% | Add +1650.1% | 131,710 | $27.5M |
| McAdam, LLC | 1.34% | Add +1.4% | 130,500 | $27.2M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Reduce -6.5% | 130,556 | $27.1M |
| Brickley Wealth Management | 4.52% | Add +0.0% | 124,278 | $25.9M |
| Grey Fox Wealth Advisors, LLC | 5.13% | Add +4.5% | 119,982 | $25.2M |
| Plante Moran Financial Advisors, LLC | 1.55% | Add +3.0% | 118,432 | $24.7M |
"% 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.