Institutional Ownership
Vanguard Index Fds
CUSIP 922908611SM CP VAL ETFVBRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,686
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 13.40M | $2.91B |
| 2 | Assetmark, Inc | 4.08M | $886.16M |
| 3 | Morgan Stanley | 3.82M | $829.17M |
| 4 | Aspiriant, LLC | 1.74M | $377.91M |
| 5 | Wells Fargo & Company/Mn | 1.69M | $367.16M |
| 6 | Envestnet Asset Management Inc | 1.61M | $350.46M |
| 7 | Sei Investments Co | 1.49M | $322.96M |
| 8 | Lpl Financial LLC | 1.48M | $321.79M |
| 9 | Ubs Group AG | 1.48M | $320.75M |
| 10 | Captrust Financial Advisors | 1.29M | $280.21M |