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There is a long list of 422 institutional holders of VLUE 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 VLUE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VLUE table below,
the initial column indicates the name of each top institutional holder of VLUE, with a link to that fund's top holdings. The next columns
indicate the amount of VLUE stock held by each of the institutional holders of VLUE, followed by the VLUE 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 |
Northwestern Mutual Wealth Management Co. | 17,809,192 | $1,802,054 | 12/31/2023 | VLUE | 17,809,192 | $1,802,054 | 12/31/2023 | Mason Investment Advisory Services Inc. | 4,500,164 | $455,237 | 12/31/2023 | VLUE | 4,500,164 | $455,237 | 12/31/2023 | Matson Money. Inc. | 3,994,640 | $404,098 | 12/31/2023 | VLUE | 3,994,640 | $404,098 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 2,976,824 | $301,136 | 12/31/2023 | VLUE | 2,976,824 | $301,136 | 12/31/2023 | Envestnet Asset Management Inc. | 2,974,397 | $300,890 | 12/31/2023 | VLUE | 2,974,397 | $300,890 | 12/31/2023 | Bank of America Corp DE | 1,912,090 | $193,427 | 12/31/2023 | VLUE | 1,912,090 | $193,427 | 12/31/2023 | BlackRock Inc. | 1,722,538 | $174,252 | 12/31/2023 | VLUE | 1,722,538 | $174,252 | 12/31/2023 | Wharton Business Group LLC | 1,208,647 | $122,267 | 12/31/2023 | VLUE | 1,208,647 | $122,267 | 12/31/2023 | M&T Bank Corp | 1,035,383 | $104,740 | 12/31/2023 | VLUE | 1,035,383 | $104,740 | 12/31/2023 | Morgan Stanley | 821,498 | $83,103 | 12/31/2023 | VLUE | 821,498 | $83,103 | 12/31/2023 | LPL Financial LLC | 781,105 | $79,017 | 12/31/2023 | VLUE | 781,105 | $79,017 | 12/31/2023 | UBS Group AG | 715,870 | $72,417 | 12/31/2023 | VLUE | 715,870 | $72,417 | 12/31/2023 | Cerity Partners LLC | 710,263 | $71,850 | 12/31/2023 | VLUE | 710,263 | $71,850 | 12/31/2023 | The PNC Financial Services Group Inc. | 696,791 | $70,487 | 12/31/2023 | VLUE | 696,791 | $70,487 | 12/31/2023 | JPMorgan Chase & Co. | 505,311 | $51,117 | 12/31/2023 | VLUE | 505,311 | $51,117 | 12/31/2023 | State of Michigan Retirement System | 456,400 | $49,433 | 03/31/2024 | VLUE | 456,400 | $49,433 | 03/31/2024 | Commonwealth Equity Services LLC | 477,850 | $48,339 | 12/31/2023 | VLUE | 477,850 | $48,339 | 12/31/2023 | Kathmere Capital Management LLC | 399,125 | $43,229 | 03/31/2024 | VLUE | 399,125 | $43,229 | 03/31/2024 | Prudential Financial Inc. | 399,911 | $40,455 | 12/31/2023 | VLUE | 399,911 | $40,455 | 12/31/2023 | Strategic Financial Services Inc | 397,739 | $40,235 | 12/31/2023 | VLUE | 397,739 | $40,235 | 12/31/2023 | Integrated Wealth Concepts LLC | 393,603 | $39,817 | 12/31/2023 | VLUE | 393,603 | $39,817 | 12/31/2023 | Stonehearth Capital Management LLC | 327,147 | $35,433 | 03/31/2024 | VLUE | 327,147 | $35,433 | 03/31/2024 | Raymond James & Associates | 307,988 | $33,358 | 03/31/2024 | VLUE | 307,988 | $33,358 | 03/31/2024 | Spider Management Company LLC | 310,315 | $31,391 | 12/31/2023 | VLUE | 310,315 | $31,391 | 12/31/2023 | Janney Montgomery Scott LLC | 295,178 | $29,860 | 12/31/2023 | VLUE | 295,178 | $29,860 | 12/31/2023 | Wells Fargo & Company MN | 286,984 | $29,031 | 12/31/2023 | VLUE | 286,984 | $29,031 | 12/31/2023 | Boston Private Wealth LLC | 262,472 | $26,552 | 12/31/2023 | VLUE | 262,472 | $26,552 | 12/31/2023 | Baystate Wealth Management LLC | 258,138 | $26,113 | 12/31/2023 | VLUE | 258,138 | $26,113 | 12/31/2023 | FMR LLC | 256,265 | $25,924 | 12/31/2023 | VLUE | 256,265 | $25,924 | 12/31/2023 | CFO4Life Group LLC | 248,449 | $25,133 | 12/31/2023 | VLUE | 248,449 | $25,133 | 12/31/2023 | CWM LLC | 206,452 | $22,361 | 03/31/2024 | VLUE | 206,452 | $22,361 | 03/31/2024 | Intrust Bank NA | 206,390 | $20,878 | 12/31/2023 | VLUE | 206,390 | $20,878 | 12/31/2023 | Ameriprise Financial Inc. | 173,333 | $17,535 | 12/31/2023 | VLUE | 173,333 | $17,535 | 12/31/2023 | Elk River Wealth Management LLC | 147,485 | $15,974 | 03/31/2024 | VLUE | 147,485 | $15,974 | 03/31/2024 | Haverford Trust Co. | 144,740 | $14,642 | 12/31/2023 | VLUE | 144,740 | $14,642 | 12/31/2023 | Trilogy Capital Inc. | 132,310 | $14,331 | 03/31/2024 | VLUE | 132,310 | $14,331 | 03/31/2024 | Meridian Wealth Partners LLC | 138,895 | $14,051 | 12/31/2023 | VLUE | 138,895 | $14,051 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 120,655 | $13,068 | 03/31/2024 | VLUE | 120,655 | $13,068 | 03/31/2024 | Qube Research & Technologies Ltd | 124,740 | $12,619 | 12/31/2023 | VLUE | 124,740 | $12,619 | 12/31/2023 | Foster Group Inc. | 104,725 | $11,343 | 03/31/2024 | VLUE | 104,725 | $11,343 | 03/31/2024 | Merriman Wealth Management LLC | 111,097 | $11,239 | 12/31/2023 | VLUE | 111,097 | $11,239 | 12/31/2023 | Gunma Bank Ltd. | 97,000 | $10,506 | 03/31/2024 | VLUE | 97,000 | $10,506 | 03/31/2024 | US Financial Advisors LLC | 100,973 | $10,214 | 12/31/2023 | VLUE | 100,973 | $10,214 | 12/31/2023 | Thrivent Financial for Lutherans | 100,885 | $10,206 | 12/31/2023 | VLUE | 100,885 | $10,206 | 12/31/2023 | Wolf Group Capital Advisors | 93,507 | $10,128 | 03/31/2024 | VLUE | 93,507 | $10,128 | 03/31/2024 | Goldman Sachs Group Inc. | 99,803 | $10,096 | 12/31/2023 | VLUE | 99,803 | $10,096 | 12/31/2023 | Cresset Asset Management LLC | 92,696 | $9,377 | 12/31/2023 | VLUE | 92,696 | $9,377 | 12/31/2023 | Buckingham Strategic Wealth LLC | 91,981 | $9,305 | 12/31/2023 | VLUE | 91,981 | $9,305 | 12/31/2023 | Summit Wealth Group LLC | 87,541 | $8,856 | 12/31/2023 | VLUE | 87,541 | $8,856 | 12/31/2023 | Royal Bank of Canada | 87,025 | $8,803 | 12/31/2023 | VLUE | 87,025 | $8,803 | 12/31/2023 |
See All: Funds Holding VLUE
See Details: Top 10 Hedge Funds Holding VLUE
Also See: VLUE Holdings Changes
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