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Institutional Holders of VLUE

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Northwestern Mutual Wealth Management Co.17,809,192$1,802,054 12/31/2023
     VLUE17,809,192$1,802,054 12/31/2023
Mason Investment Advisory Services Inc.4,500,164$455,237 12/31/2023
     VLUE4,500,164$455,237 12/31/2023
Matson Money. Inc.3,994,640$404,098 12/31/2023
     VLUE3,994,640$404,098 12/31/2023
Mercer Global Advisors Inc. ADV2,976,824$301,136 12/31/2023
     VLUE2,976,824$301,136 12/31/2023
Envestnet Asset Management Inc.2,974,397$300,890 12/31/2023
     VLUE2,974,397$300,890 12/31/2023
Bank of America Corp DE1,912,090$193,427 12/31/2023
     VLUE1,912,090$193,427 12/31/2023
BlackRock Inc.1,722,538$174,252 12/31/2023
     VLUE1,722,538$174,252 12/31/2023
Wharton Business Group LLC1,208,647$122,267 12/31/2023
     VLUE1,208,647$122,267 12/31/2023
M&T Bank Corp1,035,383$104,740 12/31/2023
     VLUE1,035,383$104,740 12/31/2023
Morgan Stanley821,498$83,103 12/31/2023
     VLUE821,498$83,103 12/31/2023
LPL Financial LLC781,105$79,017 12/31/2023
     VLUE781,105$79,017 12/31/2023
UBS Group AG715,870$72,417 12/31/2023
     VLUE715,870$72,417 12/31/2023
Cerity Partners LLC710,263$71,850 12/31/2023
     VLUE710,263$71,850 12/31/2023
The PNC Financial Services Group Inc.696,791$70,487 12/31/2023
     VLUE696,791$70,487 12/31/2023
JPMorgan Chase & Co.505,311$51,117 12/31/2023
     VLUE505,311$51,117 12/31/2023
State of Michigan Retirement System456,400$49,433 03/31/2024
     VLUE456,400$49,433 03/31/2024
Commonwealth Equity Services LLC477,850$48,339 12/31/2023
     VLUE477,850$48,339 12/31/2023
Kathmere Capital Management LLC399,125$43,229 03/31/2024
     VLUE399,125$43,229 03/31/2024
Prudential Financial Inc.399,911$40,455 12/31/2023
     VLUE399,911$40,455 12/31/2023
Strategic Financial Services Inc 397,739$40,235 12/31/2023
     VLUE397,739$40,235 12/31/2023
Integrated Wealth Concepts LLC393,603$39,817 12/31/2023
     VLUE393,603$39,817 12/31/2023
Stonehearth Capital Management LLC327,147$35,433 03/31/2024
     VLUE327,147$35,433 03/31/2024
Raymond James & Associates307,988$33,358 03/31/2024
     VLUE307,988$33,358 03/31/2024
Spider Management Company LLC310,315$31,391 12/31/2023
     VLUE310,315$31,391 12/31/2023
Janney Montgomery Scott LLC295,178$29,860 12/31/2023
     VLUE295,178$29,860 12/31/2023
Wells Fargo & Company MN286,984$29,031 12/31/2023
     VLUE286,984$29,031 12/31/2023
Boston Private Wealth LLC262,472$26,552 12/31/2023
     VLUE262,472$26,552 12/31/2023
Baystate Wealth Management LLC258,138$26,113 12/31/2023
     VLUE258,138$26,113 12/31/2023
FMR LLC256,265$25,924 12/31/2023
     VLUE256,265$25,924 12/31/2023
CFO4Life Group LLC248,449$25,133 12/31/2023
     VLUE248,449$25,133 12/31/2023
CWM LLC206,452$22,361 03/31/2024
     VLUE206,452$22,361 03/31/2024
Intrust Bank NA206,390$20,878 12/31/2023
     VLUE206,390$20,878 12/31/2023
Ameriprise Financial Inc.173,333$17,535 12/31/2023
     VLUE173,333$17,535 12/31/2023
Elk River Wealth Management LLC147,485$15,974 03/31/2024
     VLUE147,485$15,974 03/31/2024
Haverford Trust Co.144,740$14,642 12/31/2023
     VLUE144,740$14,642 12/31/2023
Trilogy Capital Inc.132,310$14,331 03/31/2024
     VLUE132,310$14,331 03/31/2024
Meridian Wealth Partners LLC138,895$14,051 12/31/2023
     VLUE138,895$14,051 12/31/2023
Raymond James Financial Services Advisors Inc.120,655$13,068 03/31/2024
     VLUE120,655$13,068 03/31/2024
Qube Research & Technologies Ltd124,740$12,619 12/31/2023
     VLUE124,740$12,619 12/31/2023
Foster Group Inc.104,725$11,343 03/31/2024
     VLUE104,725$11,343 03/31/2024
Merriman Wealth Management LLC111,097$11,239 12/31/2023
     VLUE111,097$11,239 12/31/2023
Gunma Bank Ltd.97,000$10,506 03/31/2024
     VLUE97,000$10,506 03/31/2024
US Financial Advisors LLC100,973$10,214 12/31/2023
     VLUE100,973$10,214 12/31/2023
Thrivent Financial for Lutherans100,885$10,206 12/31/2023
     VLUE100,885$10,206 12/31/2023
Wolf Group Capital Advisors93,507$10,128 03/31/2024
     VLUE93,507$10,128 03/31/2024
Goldman Sachs Group Inc.99,803$10,096 12/31/2023
     VLUE99,803$10,096 12/31/2023
Cresset Asset Management LLC92,696$9,377 12/31/2023
     VLUE92,696$9,377 12/31/2023
Buckingham Strategic Wealth LLC91,981$9,305 12/31/2023
     VLUE91,981$9,305 12/31/2023
Summit Wealth Group LLC87,541$8,856 12/31/2023
     VLUE87,541$8,856 12/31/2023
Royal Bank of Canada87,025$8,803 12/31/2023
     VLUE87,025$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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