Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q4 2025 (December 31)1,661holders +85
69new positions
75sold out
2famous investors
$210.10avg. 13F price*
At the end of Q4 2025, 1,661 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 85 from Q3 2025. 69 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($3.4B), Assetmark, Inc. ($927.5M) and Morgan Stanley ($799.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vngrd Mrngst SL-CP Val ETF-U
- Filed as
- VANGUARD INDEX FDS (Q4 2025)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $70.3M |
| Exits | 75 | $225.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,581,517 shares bought and 3,317,563 shares sold, net +263,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,661 holders
| Bank of America Corp. | 0.25% | Add +3.6% | 15,999,348 | $3.4B |
| Assetmark, Inc. | 1.89% | Add +2.7% | 4,379,433 | $927.5M |
| Morgan Stanley | 0.05% | Reduce -1.5% | 3,772,834 | $799.0M |
| Betterment LLC | 1.22% | Reduce -2.6% | 3,019,666 | $639.5M |
| Wells Fargo & Company | 0.07% | Reduce -3.7% | 1,710,386 | $362.2M |
| Aspiriant, LLC | 9.86% | Add +6.1% | 1,620,708 | $343.2M |
| Sei Investments Co. | 0.31% | Add +2.8% | 1,492,797 | $316.2M |
| LPL Financial LLC | 0.08% | Add +0.6% | 1,438,715 | $304.7M |
| UBS Group AG | 0.06% | Reduce -4.0% | 1,391,151 | $294.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -18.8% | 1,347,287 | $285.3M |
| Captrust Financial Advisors | 0.50% | Add +0.9% | 1,236,013 | $261.8M |
| Cetera Investment Advisers | 0.26% | Add +5.8% | 1,133,246 | $240.0M |
| Raymond James Financial Inc. | 0.07% | Add +10.8% | 1,054,552 | $223.3M |
| Focus Partners Wealth | 0.21% | Add +53.8% | 849,534 | $179.9M |
| Jones Financial Companies LLLP | 0.11% | Reduce -6.7% | 845,509 | $179.1M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.2% | 825,195 | $174.8M |
| Allworth Financial LP | 0.72% | Add +1.7% | 822,944 | $174.3M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.4% | 811,935 | $172.0M |
| Choreo, LLC | 2.18% | Add +1.8% | 800,045 | $171.2M |
| JPMorgan Chase & Co. | 0.01% | Add +2.9% | 748,345 | $158.5M |
| Tiaa Trust, National Association | 0.38% | Reduce -13.3% | 741,951 | $157.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.8% | 713,304 | $151.1M |
| Mather Group, Llc. | 1.39% | Reduce -0.4% | 634,982 | $134.5M |
| Osaic Holdings, Inc. | 0.19% | Reduce -31.2% | 609,009 | $129.2M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -0.6% | 585,914 | $124.1M |
| Efficient Advisors, LLC | 7.02% | Reduce -7.7% | 567,985 | $120.3M |
| Rwa Wealth Partners, LLC | 1.15% | Add +2.7% | 496,724 | $105.2M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 486,145 | $103.0M |
| Mill Creek Capital Advisors, LLC | 2.09% | Add +0.1% | 483,233 | $102.3M |
| Rockefeller Capital Management L.P. | 0.18% | Add +5.1% | 474,832 | $100.6M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -1.3% | 455,082 | $100.1M |
| Mariner, LLC | 0.12% | Add +2.4% | 471,283 | $99.8M |
| Moneta Group Investment Advisors LLC | 0.75% | Add +4.3% | 468,700 | $99.3M |
| Retirement Investment Advisors, Inc. | 6.72% | Add +2.0% | 393,715 | $83.4M |
| JMG Financial Group, Ltd. | 2.31% | Reduce -1.7% | 388,085 | $82.2M |
| Retirement Systems of Alabama | 0.26% | No change | 382,480 | $81.0M |
| Stephens Group Asset Management, LLC | 5.39% | Add +0.7% | 381,201 | $80.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.2% | 366,780 | $77.7M |
| Stifel Financial Corp. | 0.07% | Add +5.4% | 357,653 | $75.8M |
| Corient Private Wealth LP | 0.10% | Add +8.9% | 351,343 | $74.4M |
| Bank of Montreal | 0.03% | Add +0.0% | 349,503 | $74.0M |
| Modera Wealth Management, LLC | 0.85% | Reduce -3.1% | 347,369 | $73.6M |
| Mokosak Advisory Group, LLC | 17.19% | Add +4.4% | 323,418 | $68.5M |
| Rodgers & Associates, LTD | 6.84% | Add +1.5% | 319,068 | $67.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.1% | 316,670 | $67.1M |
| Creative Planning | 0.05% | Add +1.6% | 312,049 | $66.1M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -11.8% | 308,452 | $65.3M |
| Cresset Asset Management, LLC | 0.28% | Add +3.6% | 308,069 | $65.2M |
| 1832 Asset Management L.P. | 0.08% | Reduce -0.3% | 301,566 | $63.9M |
| Bragg Financial Advisors, Inc | 2.04% | Add +0.4% | 295,284 | $62.5M |
| Mason Investment Advisory Services, Inc. | 2.87% | Add +1.3% | 285,194 | $60.4M |
| Financial Advisory Corp | 8.77% | Add +0.7% | 284,736 | $60.3M |
| Savant Capital, LLC | 0.34% | Reduce -6.1% | 281,708 | $59.7M |
| Stephens Inc. | 0.71% | Reduce -0.2% | 267,844 | $56.7M |
| Cerity Partners LLC | 0.08% | Add +4.1% | 266,186 | $56.4M |
| Exencial Wealth Advisors, LLC | 1.77% | Reduce -1.6% | 263,467 | $55.8M |
| Wit, LLC | 1.06% | No change | 250,167 | $53.0M |
| Bailard, Inc. | 1.17% | Add +0.6% | 249,231 | $52.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 246,488 | $52.2M |
| Thompson Siegel & Walmsley LLC | 0.86% | Add +0.3% | 239,847 | $50.8M |
| Truist Financial Corp. | 0.06% | Add +6.1% | 227,217 | $48.1M |
| Zhang Financial LLC | 1.79% | Reduce -4.0% | 226,870 | $48.0M |
| Abacus Planning Group, Inc. | 6.08% | Add +1.3% | 215,550 | $45.7M |
| MML Investors Services, LLC | 0.10% | Reduce -1.3% | 202,263 | $42.8M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -44.9% | 197,999 | $41.9M |
| Summit Financial, LLC | 0.61% | Add +1.1% | 196,321 | $41.6M |
| Equitable Holdings, Inc. | 0.28% | Reduce -8.1% | 193,127 | $40.9M |
| Opal Wealth Advisors, LLC | 10.65% | Add +2.6% | 192,768 | $40.8M |
| Foster Group, Inc. | 1.19% | Reduce -6.3% | 186,403 | $39.5M |
| Comprehensive Financial Management LLC | 1.18% | No change | 184,376 | $39.0M |
| Strategies Wealth Advisors, LLC | 3.82% | Add +4.4% | 180,173 | $38.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +24.4% | 177,635 | $37.6M |
| Cwm, LLC | 0.10% | Add +227.4% | 173,948 | $36.8M |
| Sanctuary Advisors, LLC | 0.19% | Add +9.6% | 168,373 | $35.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -1.4% | 165,723 | $35.1M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -4.8% | 162,435 | $34.4M |
| Waldron Private Wealth LLC | 1.36% | Reduce -2.3% | 162,374 | $34.4M |
| Shufro Rose & Co. LLC | 2.31% | Add +271.2% | 160,599 | $34.0M |
| Natixis Advisors, LLC | 0.05% | Add +41.4% | 160,053 | $33.9M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +58.7% | 157,913 | $33.4M |
| US Bancorp \de | 0.04% | Add +2.6% | 155,486 | $32.9M |
| Asset Management Group, Inc. | 5.14% | Add +0.8% | 149,918 | $31.8M |
| NewEdge Advisors, LLC | 0.11% | Add +2.3% | 147,636 | $31.3M |
| Pathstone Holdings, LLC | 0.12% | Reduce -3.6% | 147,425 | $31.2M |
| Waller Financial Planning Group, Inc. | 6.92% | Add +3765.9% | 147,254 | $31.2M |
| Private Advisor Group, LLC | 0.15% | Add +0.6% | 146,032 | $30.9M |
| Verus Financial Partners, Inc. | 2.85% | Reduce -4.7% | 137,820 | $30.9M |
| FMR LLC | 0.00% | Add +8.0% | 143,985 | $30.5M |
| Baird Financial Group, Inc. | 0.05% | Add +4.7% | 143,982 | $30.5M |
| Marotta Asset Management | 5.64% | Add +4.6% | 143,896 | $30.5M |
| Merit Financial Group, LLC | 0.24% | Reduce -10.5% | 143,889 | $30.5M |
| Grove Street Fiduciary, LLC | 12.53% | New | 141,499 | $30.0M |
| Aaron Wealth Advisors LLC | 1.63% | Add +1.1% | 138,251 | $29.3M |
| Plante Moran Financial Advisors, LLC | 1.83% | Add +15.5% | 136,768 | $29.0M |
| Northwest Quadrant Wealth Management, LLC | 5.94% | Add +1.7% | 135,704 | $28.7M |
| Comerica Bank | 0.11% | Reduce -1.1% | 133,866 | $28.4M |
| McAdam, LLC | 1.30% | Add +2.6% | 133,850 | $28.3M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +2.4% | 133,619 | $28.3M |
| Wealth Architects, LLC | 2.54% | Reduce -0.8% | 132,936 | $28.2M |
| 25 LLC | 8.92% | Reduce -31.0% | 132,709 | $28.1M |
"% 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.