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Institutional Holders of VLU

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC376,822$60,397 12/31/2023
     VLU376,822$60,397 12/31/2023
Ameriprise Financial Inc.215,878$34,598 12/31/2023
     VLU215,878$34,598 12/31/2023
ICA Group Wealth Management LLC72,214$11,574 12/31/2023
     VLU72,214$11,574 12/31/2023
LWS Wealth Advisors Inc.63,297$10,145 12/31/2023
     VLU63,297$10,145 12/31/2023
Cambridge Investment Research Advisors Inc.45,573$7,990 03/31/2024
     VLU45,573$7,990 03/31/2024
Morgan Stanley37,546$6,018 12/31/2023
     VLU37,546$6,018 12/31/2023
Roger Wittlin Investment Advisory LLC34,791$5,577 12/31/2023
     VLU34,791$5,577 12/31/2023
Bank of America Corp DE33,062$5,299 12/31/2023
     VLU33,062$5,299 12/31/2023
ShoreHaven Wealth Partners LLC30,567$4,899 12/31/2023
     VLU30,567$4,899 12/31/2023
Raymond James Financial Services Advisors Inc.27,647$4,847 03/31/2024
     VLU27,647$4,847 03/31/2024
JPMorgan Chase & Co.30,098$4,824 12/31/2023
     VLU30,098$4,824 12/31/2023
Absolute Capital Management LLC19,600$3,141 12/31/2023
     VLU19,600$3,141 12/31/2023
Northwestern Mutual Wealth Management Co.15,449$2,476 12/31/2023
     VLU15,449$2,476 12/31/2023
J.W. Cole Advisors Inc.13,418$2,151 12/31/2023
     VLU13,418$2,151 12/31/2023
Raymond James & Associates12,077$2,117 03/31/2024
     VLU12,077$2,117 03/31/2024
Royal Bank of Canada11,950$1,916 12/31/2023
     VLU11,950$1,916 12/31/2023
Advisor Group Holdings Inc.10,730$1,720 12/31/2023
     VLU10,730$1,720 12/31/2023
Thrivent Financial for Lutherans10,726$1,719 12/31/2023
     VLU10,726$1,719 12/31/2023
Commonwealth Equity Services LLC10,468$1,678 12/31/2023
     VLU10,468$1,678 12/31/2023
Thoroughbred Financial Services LLC10,393$1,665 12/31/2023
     VLU10,393$1,665 12/31/2023
Money Concepts Capital Corp10,294$1,650 12/31/2023
     VLU10,294$1,650 12/31/2023
Merit Financial Group LLC9,370$1,502 12/31/2023
     VLU9,370$1,502 12/31/2023
Avantax Advisory Services Inc.8,722$1,398 12/31/2023
     VLU8,722$1,398 12/31/2023
Envestnet Asset Management Inc.7,187$1,152 12/31/2023
     VLU7,187$1,152 12/31/2023
Keystone Wealth Services LLC6,176$1,083 03/31/2024
     VLU6,176$1,083 03/31/2024
Truist Financial Corp6,363$1,020 12/31/2023
     VLU6,363$1,020 12/31/2023
Equitable Holdings Inc.5,994$961 12/31/2023
     VLU5,994$961 12/31/2023
Mariner LLC5,533$887 12/31/2023
     VLU5,533$887 12/31/2023
Stephens Inc. AR5,356$858 12/31/2023
     VLU5,356$858 12/31/2023
Saxon Interests Inc.4,084$716 03/31/2024
     VLU4,084$716 03/31/2024
Cetera Investment Advisers4,065$652 12/31/2023
     VLU4,065$652 12/31/2023
GWM Advisors LLC2,941$473 12/31/2023
     VLU2,941$473 12/31/2023
Level Four Advisory Services LLC2,926$469 12/31/2023
     VLU2,926$469 12/31/2023
Cetera Advisors LLC2,429$389 12/31/2023
     VLU2,429$389 12/31/2023
Western Wealth Management LLC2,157$346 12/31/2023
     VLU2,157$346 12/31/2023
Dynamic Advisor Solutions LLC1,969$345 03/31/2024
     VLU1,969$345 03/31/2024
CoreCap Advisors LLC2,110$338 12/31/2023
     VLU2,110$338 12/31/2023
Stratos Wealth Advisors LLC1,681$295 03/31/2024
     VLU1,681$295 03/31/2024
Ameritas Advisory Services LLC1,701$273 12/31/2023
     VLU1,701$273 12/31/2023
Flagship Private Wealth LLC1,535$246 12/31/2023
     VLU1,535$246 12/31/2023
Great Valley Advisor Group Inc.1,519$243 12/31/2023
     VLU1,519$243 12/31/2023
Prosperity Consulting Group LLC1,513$242 12/31/2023
     VLU1,513$242 12/31/2023
Global Retirement Partners LLC1,333$234 03/31/2024
     VLU1,333$234 03/31/2024
Capital Market Strategies LLC1,214$213 03/31/2024
     VLU1,214$213 03/31/2024
Kestra Advisory Services LLC1,325$212 12/31/2023
     VLU1,325$212 12/31/2023
Professional Financial Advisors LLC1,308$210 12/31/2023
     VLU1,308$210 12/31/2023
US Bancorp DE512$82 12/31/2023
     VLU512$82 12/31/2023
Private Trust Co. NA315$55 03/31/2024
     VLU315$55 03/31/2024
Harbor Investment Advisory LLC150$26 03/31/2024
     VLU150$26 03/31/2024
Parkside Financial Bank & Trust137$22 12/31/2023
     VLU137$22 12/31/2023

See All: Funds Holding VLU
See Details: Top 10 Hedge Funds Holding VLU
Also See: VLU Holdings Changes

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