VBR institutional holders
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF · 13F, 2026Q2
| Managers holding | 1,762 |
|---|
| Shares held | 86,128,163 |
|---|
| Reported value | $20.9bn |
|---|
| Quarter flows | 136 new, 645 added, 661 trimmed, 86 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| BANK OF AMERICA CORP /DE/ | 13,679,532 | $3.3bn | 0.2% |
| ASSETMARK, INC | 4,872,925 | $1.2bn | 2.0% |
| MORGAN STANLEY | 3,863,641 | $938.8m | 0.0% |
| Betterment LLC | 2,812,964 | $683.5m | 1.2% |
| ASPIRIANT, LLC | 1,745,538 | $424.2m | 10.5% |
| WELLS FARGO & COMPANY/MN | 1,676,389 | $407.3m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,593,329 | $387.2m | 0.1% |
| LPL Financial LLC | 1,544,049 | $375.2m | 0.1% |
| SEI INVESTMENTS CO | 1,515,431 | $368.2m | 0.3% |
| UBS Group AG | 1,466,671 | $356.4m | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 1,294,112 | $314.5m | 0.5% |
| Cetera Investment Advisers | 1,201,689 | $292.0m | 0.3% |
| JONES FINANCIAL COMPANIES LLLP | 1,035,273 | $251.3m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 1,025,471 | $249.2m | 0.1% |
| OSAIC HOLDINGS, INC. | 854,208 | $207.8m | 0.2% |
| PNC Financial Services Group, Inc. | 844,489 | $205.2m | 0.1% |
| Focus Partners Wealth | 833,299 | $202.5m | 0.2% |
| CHOREO, LLC | 815,364 | $198.1m | 2.2% |
| Savant Capital, LLC | 794,000 | $187.8m | 0.6% |
| HighTower Advisors, LLC | 761,123 | $184.9m | 0.2% |
| JPMORGAN CHASE & CO | 702,244 | $170.6m | 0.0% |
| AMERIPRISE FINANCIAL INC | 675,077 | $164.1m | 0.0% |
| Allworth Financial LP | 658,265 | $160.0m | 0.7% |
| Pathstone Holdings, LLC | 639,128 | $155.3m | 0.5% |
| MATHER GROUP, LLC. | 626,525 | $152.2m | 1.3% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VBR"). VBR price history · All 13F data
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