1,813 institutions reported holding $20.85B of Vanguard Index Tr Small Cap Va (VBR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($3.32B), ASSETMARK, INC ($1.18B), MORGAN STANLEY ($938.8M), Betterment LLC ($683.5M), ASPIRIANT, LLC ($424.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $3.32B | 13.7M | Added |
| 2 | ASSETMARK, INC | $1.18B | 4.9M | Added |
| 3 | MORGAN STANLEY | $938.8M | 3.9M | Added |
| 4 | Betterment LLC | $683.5M | 2.8M | Trimmed |
| 5 | ASPIRIANT, LLC | $424.2M | 1.7M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $407.3M | 1.7M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $387.2M | 1.6M | Trimmed |
| 8 | LPL Financial LLC | $375.2M | 1.5M | Added |
| 9 | SEI INVESTMENTS CO | $368.2M | 1.5M | Added |
| 10 | UBS Group AG | $356.4M | 1.5M | Trimmed |
| 11 | CAPTRUST FINANCIAL ADVISORS | $314.5M | 1.3M | Added |
| 12 | Cetera Investment Advisers | $292.0M | 1.2M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $251.3M | 1.0M | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $249.2M | 1.0M | Added |
| 15 | OSAIC HOLDINGS, INC. | $207.8M | 854,208 | Added |
| 16 | PNC Financial Services Group, Inc. | $205.2M | 844,489 | Trimmed |
| 17 | Focus Partners Wealth | $202.5M | 833,299 | Added |
| 18 | CHOREO, LLC | $198.1M | 815,364 | Trimmed |
| 19 | Savant Capital, LLC | $187.8M | 794,000 | Added |
| 20 | HighTower Advisors, LLC | $184.9M | 761,123 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $170.6M | 702,244 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $164.1M | 675,077 | Trimmed |
| 23 | Allworth Financial LP | $160.0M | 658,265 | Trimmed |
| 24 | Pathstone Holdings, LLC | $155.3M | 639,128 | Added |
| 25 | MATHER GROUP, LLC. | $152.2M | 626,525 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30