Vngrd Mrngst SL-CP Val ETF-UVBRETF
13F holders, Q1 2026 (March 31)1,715holders +54
114new positions
53sold out
4famous investors
$216.36avg. 13F price*
At the end of Q1 2026, 1,715 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, up 54 from Q4 2025. 114 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($2.9B), Assetmark, Inc. ($886.2M) and Morgan Stanley ($829.2M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q1 2026)
- CUSIP
- 922908611
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $207.8M |
| Exits | 53 | $37.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,778,283 shares bought and 6,160,445 shares sold, net −2,382,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,715 holders
| Bank of America Corp. | 0.21% | Reduce -16.2% | 13,400,994 | $2.9B |
| Assetmark, Inc. | 1.81% | Reduce -6.9% | 4,079,001 | $886.2M |
| Morgan Stanley | 0.05% | Add +1.2% | 3,816,657 | $829.2M |
| Betterment LLC | 1.20% | Reduce -3.4% | 2,917,128 | $633.7M |
| Aspiriant, LLC | 10.76% | Add +7.3% | 1,739,529 | $377.9M |
| Wells Fargo & Company | 0.07% | Reduce -1.2% | 1,690,012 | $367.2M |
| Envestnet Asset Management Inc. | 0.09% | Add +19.7% | 1,613,157 | $350.5M |
| Sei Investments Co. | 0.30% | Reduce -0.4% | 1,486,561 | $323.0M |
| LPL Financial LLC | 0.09% | Add +3.0% | 1,481,210 | $321.8M |
| UBS Group AG | 0.06% | Add +6.1% | 1,476,405 | $320.7M |
| Captrust Financial Advisors | 0.49% | Add +4.4% | 1,289,920 | $280.2M |
| Cetera Investment Advisers | 0.27% | Add +2.8% | 1,164,853 | $253.1M |
| Raymond James Financial Inc. | 0.07% | Reduce -3.0% | 1,023,425 | $222.3M |
| Jones Financial Companies LLLP | 0.10% | Add +16.4% | 984,444 | $209.9M |
| PNC Financial Services Group, Inc. | 0.11% | Add +2.6% | 846,309 | $183.9M |
| Focus Partners Wealth | 0.20% | Reduce -2.4% | 829,355 | $180.2M |
| Choreo, LLC | 2.19% | Add +2.8% | 822,036 | $178.6M |
| Allworth Financial LP | 0.72% | Reduce -0.6% | 817,672 | $177.6M |
| Osaic Holdings, Inc. | 0.26% | Add +32.9% | 809,258 | $176.0M |
| HighTower Advisors, LLC | 0.18% | Reduce -5.0% | 770,962 | $167.5M |
| JPMorgan Chase & Co. | 0.01% | Add +0.6% | 752,625 | $159.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.3% | 675,388 | $146.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.55% | — | 652,542 | $141.8M |
| Mather Group, Llc. | 1.36% | Reduce -0.9% | 629,499 | $136.8M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -3.9% | 563,135 | $122.3M |
| Rwa Wealth Partners, LLC | 1.24% | Add +5.3% | 522,808 | $113.6M |
| Park Avenue Securities LLC | 0.88% | New | 517,535 | $112.4M |
| Moneta Group Investment Advisors LLC | 0.81% | Add +5.7% | 495,314 | $107.6M |
| Mill Creek Capital Advisors, LLC | 2.18% | Add +1.1% | 488,482 | $106.1M |
| Royal Bank of Canada | 0.02% | Reduce -0.8% | 482,517 | $104.8M |
| Mariner, LLC | 0.12% | Add +0.5% | 473,557 | $102.8M |
| Rockefeller Capital Management L.P. | 0.18% | Reduce -2.2% | 464,272 | $100.9M |
| Stephens Group Asset Management, LLC | 6.41% | Add +21.4% | 462,819 | $100.5M |
| Efficient Advisors, LLC | 6.14% | Reduce -29.9% | 397,932 | $86.5M |
| JMG Financial Group, Ltd. | 2.35% | Add +1.1% | 392,210 | $85.2M |
| Retirement Investment Advisors, Inc. | 6.72% | Add +0.1% | 393,959 | $83.4M |
| Retirement Systems of Alabama | 0.28% | No change | 382,480 | $83.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.5% | 379,793 | $82.5M |
| Bank of Montreal | 0.03% | Add +7.0% | 374,081 | $81.3M |
| Stifel Financial Corp. | 0.07% | Add +3.8% | 371,224 | $80.7M |
| Modera Wealth Management, LLC | 0.88% | Reduce -2.3% | 339,227 | $73.7M |
| Corient Private Wealth LP | 0.11% | Reduce -3.3% | 339,841 | $73.5M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -28.7% | 324,522 | $70.9M |
| Mokosak Advisory Group, LLC | 17.65% | Add +0.3% | 324,494 | $70.5M |
| Rodgers & Associates, LTD | 7.02% | Reduce -0.5% | 317,351 | $68.9M |
| Cresset Asset Management, LLC | 0.30% | Add +2.9% | 317,127 | $68.9M |
| Creative Planning | 0.05% | Add +1.0% | 315,100 | $68.5M |
| 1832 Asset Management L.P. | 0.09% | Reduce -1.4% | 297,406 | $64.6M |
| Bragg Financial Advisors, Inc | 2.04% | Add +0.4% | 296,360 | $64.4M |
| Financial Advisory Corp | 8.59% | Reduce -0.0% | 284,691 | $61.8M |
| Mason Investment Advisory Services, Inc. | 2.84% | Reduce -0.8% | 283,035 | $61.5M |
| Savant Capital, LLC | 0.29% | Reduce -1.3% | 278,034 | $60.4M |
| Stephens Inc. | 0.74% | Add +2.2% | 273,733 | $59.5M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -12.0% | 271,341 | $58.9M |
| Cerity Partners LLC | 0.08% | Add +0.5% | 267,392 | $58.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.7% | 263,924 | $57.3M |
| Exencial Wealth Advisors, LLC | 1.72% | Reduce -3.0% | 255,432 | $55.5M |
| Bailard, Inc. | 1.27% | Add +1.8% | 253,684 | $55.1M |
| Wit, LLC | 1.03% | No change | 250,167 | $54.3M |
| Truist Financial Corp. | 0.07% | Add +9.2% | 248,140 | $53.9M |
| Thompson Siegel & Walmsley LLC | 0.91% | Reduce -0.8% | 237,827 | $51.7M |
| Discipline Wealth Solutions, LLC | 5.44% | Add +172.0% | 237,724 | $51.6M |
| Zhang Financial LLC | 1.70% | Reduce -0.1% | 226,556 | $49.2M |
| Fifth Third Bancorp | 0.09% | Add +164.6% | 223,342 | $48.5M |
| Summit Financial, LLC | 0.60% | Add +9.9% | 215,831 | $46.9M |
| Abacus Planning Group, Inc. | 6.22% | Reduce -1.4% | 212,551 | $46.2M |
| Wealthspire Advisors, LLC | 0.35% | Add +3.7% | 205,310 | $44.6M |
| Opal Wealth Advisors, LLC | 9.73% | Add +2.8% | 198,088 | $43.0M |
| Kestra Advisory Services, LLC | 0.16% | Add +9.0% | 193,564 | $42.1M |
| Foster Group, Inc. | 1.21% | Add +0.2% | 186,794 | $40.6M |
| Comprehensive Financial Management LLC | 1.33% | No change | 184,376 | $40.1M |
| Cwm, LLC | 0.11% | Add +6.0% | 184,349 | $40.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +11.2% | 180,680 | $39.3M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +13.6% | 179,371 | $39.0M |
| US Bancorp \de | 0.05% | Add +13.3% | 176,107 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.1% | 175,837 | $38.2M |
| Strategies Wealth Advisors, LLC | 3.82% | Reduce -2.9% | 174,938 | $38.0M |
| MML Investors Services, LLC | 0.10% | Reduce -14.0% | 173,964 | $37.8M |
| Sanctuary Advisors, LLC | 0.20% | Add +0.6% | 169,301 | $36.8M |
| Natixis Advisors, LLC | 0.05% | Add +0.2% | 160,387 | $34.8M |
| FMR LLC | 0.00% | Add +11.1% | 159,980 | $34.8M |
| Waller Financial Planning Group, Inc. | 7.54% | Add +6.8% | 157,323 | $34.2M |
| Waldron Private Wealth LLC | 1.33% | Reduce -3.1% | 157,252 | $34.2M |
| Pathstone Holdings, LLC | 0.14% | Add +6.6% | 157,156 | $34.1M |
| NewEdge Advisors, LLC | 0.12% | Add +4.3% | 153,935 | $33.4M |
| Asset Management Group, Inc. | 5.36% | Add +1.8% | 152,663 | $33.2M |
| Baird Financial Group, Inc. | 0.05% | Add +5.5% | 151,976 | $33.0M |
| Aaron Wealth Advisors LLC | 1.90% | Add +9.2% | 150,977 | $32.8M |
| Marotta Asset Management | 5.94% | Add +2.7% | 147,767 | $32.2M |
| Equitable Holdings, Inc. | 0.21% | Reduce -21.4% | 151,784 | $32.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -42.1% | 142,620 | $31.0M |
| Verus Financial Partners, Inc. | 2.76% | Reduce -2.3% | 134,671 | $30.7M |
| Merit Financial Group, LLC | 0.23% | Reduce -1.7% | 141,395 | $30.7M |
| Grove Street Fiduciary, LLC | 13.18% | Reduce -2.7% | 137,682 | $29.9M |
| Northwest Quadrant Wealth Management, LLC | 6.16% | Add +0.6% | 136,500 | $29.7M |
| McAdam, LLC | 1.31% | Reduce -0.2% | 133,535 | $29.0M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Reduce -1.3% | 131,877 | $28.7M |
| Wealth Architects, LLC | 2.55% | Reduce -0.9% | 131,722 | $28.6M |
| 25 LLC | 8.80% | Reduce -1.0% | 131,383 | $28.5M |
| Plante Moran Financial Advisors, LLC | 1.84% | Reduce -4.4% | 130,776 | $28.4M |
"% 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.