Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SM CP VAL ETF
-
Number of holders
-
1,513
-
Total 13F shares, excl. options
-
86,981,173
-
Shares change
-
-2,488,702
-
Total reported value, excl. options
-
$16,194,540,566
-
Value change
-
-$472,964,734
-
Put/Call ratio
-
18%
-
Number of buys
-
653
-
Number of sells
-
-687
-
Price
-
$186.29
Significant Holders of VANGUARD INDEX FDS - SM CP VAL ETF (VBR) as of Q1 2025
1,634 filings reported holding VBR - VANGUARD INDEX FDS - SM CP VAL ETF as of Q1 2025.
VANGUARD INDEX FDS - SM CP VAL ETF (VBR) has 1,513 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 86,981,173 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (17,000,309 shares), ASSETMARK, INC (4,174,765 shares), MORGAN STANLEY (3,932,705 shares), Betterment LLC (3,353,053 shares), WELLS FARGO & COMPANY/MN (1,798,046 shares), ENVESTNET ASSET MANAGEMENT INC (1,773,578 shares), CAPTRUST FINANCIAL ADVISORS (1,752,227 shares), UBS Group AG (1,670,851 shares), ASPIRIANT, LLC (1,541,432 shares), and LPL Financial LLC (1,389,827 shares).
This table shows the top 1,513 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.