§ EQUITY
USDVBR
VNGRD MRNGST SL-CP VAL ETF-U
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
775 increased/new, 681 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 13.4M | 0.2% | −16% |
| ASSETMARK, INC | 4.1M | 1.8% | −7% |
| Morgan Stanley | 3.8M | 0.0% | n/a |
| ASPIRIANT, LLC | 1.7M | 10.8% | +7% |
| Wells Fargo & Company | 1.7M | n/a | −1% |
| ENVESTNET ASSET MANAGEMENT INC | 1.6M | 0.1% | +20% |
◇ AC INTELLIGENCE
Top institutional owners for VBR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER67.6% · 1,572 holders
DEALER / BANK29.0% · 79 holders
INCOME / DEFENSIVE1.6% · 15 holders
QUALITY / COMPOUNDER1.5% · 12 holders
PASSIVE / INDEX0.3% · 4 holders
SYSTEMATIC / QUANT0.1% · 4 holders
DEEP VALUE0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VBR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VBR yet.