|
|
|
There is a long list of 58 institutional holders of VLU within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VLU by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VLU table below,
the initial column indicates the name of each top institutional holder of VLU, with a link to that fund's top holdings. The next columns
indicate the amount of VLU stock held by each of the institutional holders of VLU, followed by the VLU position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
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 | 1,308 | $210 | 12/31/2023 | VLU | 1,308 | $210 | 12/31/2023 | 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 |
See All: Funds Holding VLU
See Details: Top 10 Hedge Funds Holding VLU
Also See: VLU Holdings Changes
|
|