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On this page, we present all of the funds holding VLU from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VLU, with a link to that fund's top holdings. The next columns
indicate the amount of VLU stock held by each of the funds holding VLU, followed by the VLU position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 58 funds holding VLU within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding VLU), click the fund name in the "Holder" column of the funds-holding-VLU table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 376,822 | $60,397 | 12/31/2023 | VLU | 376,822 | $60,397 | 12/31/2023 | Ameriprise Financial Inc. | 215,878 | $34,598 | 12/31/2023 | VLU | 215,878 | $34,598 | 12/31/2023 | ICA Group Wealth Management LLC | 72,214 | $11,574 | 12/31/2023 | VLU | 72,214 | $11,574 | 12/31/2023 | LWS Wealth Advisors Inc. | 63,297 | $10,145 | 12/31/2023 | VLU | 63,297 | $10,145 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 45,573 | $7,990 | 03/31/2024 | VLU | 45,573 | $7,990 | 03/31/2024 | Morgan Stanley | 37,546 | $6,018 | 12/31/2023 | VLU | 37,546 | $6,018 | 12/31/2023 | Roger Wittlin Investment Advisory LLC | 34,791 | $5,577 | 12/31/2023 | VLU | 34,791 | $5,577 | 12/31/2023 | Bank of America Corp DE | 33,062 | $5,299 | 12/31/2023 | VLU | 33,062 | $5,299 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 30,567 | $4,899 | 12/31/2023 | VLU | 30,567 | $4,899 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 27,647 | $4,847 | 03/31/2024 | VLU | 27,647 | $4,847 | 03/31/2024 | JPMorgan Chase & Co. | 30,098 | $4,824 | 12/31/2023 | VLU | 30,098 | $4,824 | 12/31/2023 | Absolute Capital Management LLC | 19,600 | $3,141 | 12/31/2023 | VLU | 19,600 | $3,141 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 15,449 | $2,476 | 12/31/2023 | VLU | 15,449 | $2,476 | 12/31/2023 | J.W. Cole Advisors Inc. | 13,418 | $2,151 | 12/31/2023 | VLU | 13,418 | $2,151 | 12/31/2023 | Raymond James & Associates | 12,077 | $2,117 | 03/31/2024 | VLU | 12,077 | $2,117 | 03/31/2024 | Royal Bank of Canada | 11,950 | $1,916 | 12/31/2023 | VLU | 11,950 | $1,916 | 12/31/2023 | Advisor Group Holdings Inc. | 10,730 | $1,720 | 12/31/2023 | VLU | 10,730 | $1,720 | 12/31/2023 | Thrivent Financial for Lutherans | 10,726 | $1,719 | 12/31/2023 | VLU | 10,726 | $1,719 | 12/31/2023 | Commonwealth Equity Services LLC | 10,468 | $1,678 | 12/31/2023 | VLU | 10,468 | $1,678 | 12/31/2023 | Thoroughbred Financial Services LLC | 10,393 | $1,665 | 12/31/2023 | VLU | 10,393 | $1,665 | 12/31/2023 | Money Concepts Capital Corp | 10,294 | $1,650 | 12/31/2023 | VLU | 10,294 | $1,650 | 12/31/2023 | Merit Financial Group LLC | 9,370 | $1,502 | 12/31/2023 | VLU | 9,370 | $1,502 | 12/31/2023 | Avantax Advisory Services Inc. | 8,722 | $1,398 | 12/31/2023 | VLU | 8,722 | $1,398 | 12/31/2023 | Envestnet Asset Management Inc. | 7,187 | $1,152 | 12/31/2023 | VLU | 7,187 | $1,152 | 12/31/2023 | Keystone Wealth Services LLC | 6,176 | $1,083 | 03/31/2024 | VLU | 6,176 | $1,083 | 03/31/2024 | Truist Financial Corp | 6,363 | $1,020 | 12/31/2023 | VLU | 6,363 | $1,020 | 12/31/2023 | Equitable Holdings Inc. | 5,994 | $961 | 12/31/2023 | VLU | 5,994 | $961 | 12/31/2023 | Mariner LLC | 5,533 | $887 | 12/31/2023 | VLU | 5,533 | $887 | 12/31/2023 | Stephens Inc. AR | 5,356 | $858 | 12/31/2023 | VLU | 5,356 | $858 | 12/31/2023 | Saxon Interests Inc. | 4,084 | $716 | 03/31/2024 | VLU | 4,084 | $716 | 03/31/2024 | Cetera Investment Advisers | 4,065 | $652 | 12/31/2023 | VLU | 4,065 | $652 | 12/31/2023 | GWM Advisors LLC | 2,941 | $473 | 12/31/2023 | VLU | 2,941 | $473 | 12/31/2023 | Level Four Advisory Services LLC | 2,926 | $469 | 12/31/2023 | VLU | 2,926 | $469 | 12/31/2023 | Cetera Advisors LLC | 2,429 | $389 | 12/31/2023 | VLU | 2,429 | $389 | 12/31/2023 | Western Wealth Management LLC | 2,157 | $346 | 12/31/2023 | VLU | 2,157 | $346 | 12/31/2023 | Dynamic Advisor Solutions LLC | 1,969 | $345 | 03/31/2024 | VLU | 1,969 | $345 | 03/31/2024 | CoreCap Advisors LLC | 2,110 | $338 | 12/31/2023 | VLU | 2,110 | $338 | 12/31/2023 | Stratos Wealth Advisors LLC | 1,681 | $295 | 03/31/2024 | VLU | 1,681 | $295 | 03/31/2024 | Ameritas Advisory Services LLC | 1,701 | $273 | 12/31/2023 | VLU | 1,701 | $273 | 12/31/2023 | Flagship Private Wealth LLC | 1,535 | $246 | 12/31/2023 | VLU | 1,535 | $246 | 12/31/2023 | Great Valley Advisor Group Inc. | 1,519 | $243 | 12/31/2023 | VLU | 1,519 | $243 | 12/31/2023 | Prosperity Consulting Group LLC | 1,513 | $242 | 12/31/2023 | VLU | 1,513 | $242 | 12/31/2023 | Global Retirement Partners LLC | 1,333 | $234 | 03/31/2024 | VLU | 1,333 | $234 | 03/31/2024 | Capital Market Strategies LLC | 1,214 | $213 | 03/31/2024 | VLU | 1,214 | $213 | 03/31/2024 | Kestra Advisory Services LLC | 1,325 | $212 | 12/31/2023 | VLU | 1,325 | $212 | 12/31/2023 | Professional Financial Advisors LLC | 1,199 | $210 | 03/31/2024 | VLU | 1,199 | $210 | 03/31/2024 | US Bancorp DE | 512 | $82 | 12/31/2023 | VLU | 512 | $82 | 12/31/2023 | Private Trust Co. NA | 315 | $55 | 03/31/2024 | VLU | 315 | $55 | 03/31/2024 | Harbor Investment Advisory LLC | 150 | $26 | 03/31/2024 | VLU | 150 | $26 | 03/31/2024 | Parkside Financial Bank & Trust | 137 | $22 | 12/31/2023 | VLU | 137 | $22 | 12/31/2023 | Geneos Wealth Management Inc. | 95 | $15 | 12/31/2023 | VLU | 95 | $15 | 12/31/2023 | FMR LLC | 90 | $14 | 12/31/2023 | VLU | 90 | $14 | 12/31/2023 | AdvisorNet Financial Inc | 70 | $12 | 03/31/2024 | VLU | 70 | $12 | 03/31/2024 | Oxford Financial Group Ltd. | 55 | $9 | 12/31/2023 | VLU | 55 | $9 | 12/31/2023 | Tidemark LLC | 57 | $9 | 12/31/2023 | VLU | 57 | $9 | 12/31/2023 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | VLU | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | VLU | 0 | $0 | 12/31/2023 | ORG Partners LLC | 0 | $0 | 12/31/2023 | VLU | 0 | $0 | 12/31/2023 | Lighthouse Investment Partners LLC | 20,500 | $-1,075 | 12/31/2023 | Put | 20,500 | $1,075 | 12/31/2023 |
See Summary: Institutional Holders of VLU
See Details: Top 10 Hedge Funds Holding VLU
Also See: VLU Holdings Changes
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