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Funds Holding VLU

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 52 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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC176,348$23,610 06/30/2022
     VLU176,348$23,610 06/30/2022
Ameriprise Financial Inc.172,644$23,089 06/30/2022
     VLU172,644$23,089 06/30/2022
Bank of America Corp DE77,328$10,353 06/30/2022
     VLU77,328$10,353 06/30/2022
Morgan Stanley66,412$8,891 06/30/2022
     VLU66,412$8,891 06/30/2022
LWS Wealth Advisors Inc.59,901$8,019 06/30/2022
     VLU59,901$8,019 06/30/2022
Stratos Wealth Advisors LLC49,799$6,667 06/30/2022
     VLU49,799$6,667 06/30/2022
IHT Wealth Management LLC25,496$3,413 06/30/2022
     VLU25,496$3,413 06/30/2022
Roger Wittlin Investment Advisory LLC21,729$2,909 06/30/2022
     VLU21,729$2,909 06/30/2022
Cambridge Investment Research Advisors Inc.20,221$2,707 06/30/2022
     VLU20,221$2,707 06/30/2022
Citadel Advisors LLC16,760$2,244 06/30/2022
     VLU16,760$2,244 06/30/2022
Avantax Advisory Services Inc.13,523$1,810 06/30/2022
     VLU13,523$1,810 06/30/2022
Advisor Group Holdings Inc.12,523$1,676 06/30/2022
     VLU12,523$1,676 06/30/2022
Sigma Planning Corp11,313$1,515 06/30/2022
     VLU11,313$1,515 06/30/2022
Envestnet Asset Management Inc.11,092$1,485 06/30/2022
     VLU11,092$1,485 06/30/2022
Wealthsource Partners LLC5,703$764 06/30/2022
     VLU5,703$764 06/30/2022
Commonwealth Equity Services LLC5,486$734 06/30/2022
     VLU5,486$734 06/30/2022
Susquehanna International Group LLP5,447$729 06/30/2022
     VLU5,447$729 06/30/2022
Tower Research Capital LLC TRC 5,371$719 06/30/2022
     VLU5,371$719 06/30/2022
J.W. Cole Advisors Inc.5,089$681 06/30/2022
     VLU5,089$681 06/30/2022
Stephens Inc. AR4,790$641 06/30/2022
     VLU4,790$641 06/30/2022
Wealthcare Advisory Partners LLC4,692$628 06/30/2022
     VLU4,692$628 06/30/2022
Equitable Holdings Inc.4,242$568 06/30/2022
     VLU4,242$568 06/30/2022
Koshinski Asset Management Inc.4,166$558 06/30/2022
     VLU4,166$558 06/30/2022
Stratos Wealth Partners LTD.4,095$548 06/30/2022
     VLU4,095$548 06/30/2022
Western Wealth Management LLC3,836$514 06/30/2022
     VLU3,836$514 06/30/2022
Private Advisor Group LLC3,675$492 06/30/2022
     VLU3,675$492 06/30/2022
Truist Financial Corp3,499$468 06/30/2022
     VLU3,499$468 06/30/2022
Dynamic Advisor Solutions LLC3,411$457 06/30/2022
     VLU3,411$457 06/30/2022
Csenge Advisory Group3,405$456 06/30/2022
     VLU3,405$456 06/30/2022
Level Four Advisory Services LLC3,204$429 06/30/2022
     VLU3,204$429 06/30/2022
Prosperity Consulting Group LLC2,463$330 06/30/2022
     VLU2,463$330 06/30/2022
Waters Parkerson & CO. LLC2,213$296 06/30/2022
     VLU2,213$296 06/30/2022
Veracity Capital LLC2,187$293 06/30/2022
     VLU2,187$293 06/30/2022
Betterment LLC2,066$277 06/30/2022
     VLU2,066$277 06/30/2022
Great Valley Advisor Group Inc.1,792$240 06/30/2022
     VLU1,792$240 06/30/2022
Capital Market Strategies LLC1,559$209 06/30/2022
     VLU1,559$209 06/30/2022
Professional Financial Advisors LLC1,546$207 06/30/2022
     VLU1,546$207 06/30/2022
CoreCap Advisors LLC1,202$161 06/30/2022
     VLU1,202$161 06/30/2022
Private Trust Co. NA1,096$147 06/30/2022
     VLU1,096$147 06/30/2022
Northwestern Mutual Wealth Management Co.905$121 06/30/2022
     VLU905$121 06/30/2022
US Bancorp DE512$69 06/30/2022
     VLU512$69 06/30/2022
Founders Financial Alliance LLC404$54 06/30/2022
     VLU404$54 06/30/2022
Meeder Asset Management Inc.239$32 06/30/2022
     VLU239$32 06/30/2022
Global Retirement Partners LLC137$18 06/30/2022
     VLU137$18 06/30/2022
Geneos Wealth Management Inc.95$12 06/30/2022
     VLU95$12 06/30/2022
Lakeview Capital Partners LLC75$10 06/30/2022
     VLU75$10 06/30/2022
Benjamin F. Edwards & Company Inc.62$8 06/30/2022
     VLU62$8 06/30/2022
UBS Group AG50$7 06/30/2022
     VLU50$7 06/30/2022
Patriot Financial Group Insurance Agency LLC24$3 06/30/2022
     VLU24$3 06/30/2022
BlackRock Inc.11$1 06/30/2022
     VLU11$1 06/30/2022
Verity Asset Management Inc.92,056$1 03/31/2022
     VLU92,056$1 03/31/2022
Wells Fargo & Company MN0$0 06/30/2022
     VLU0$0 06/30/2022
Proequities Inc.0$0 06/30/2022
     VLU0$0 06/30/2022

See Summary: Institutional Holders of VLU
See Details: Top 10 Hedge Funds Holding VLU
Also See: VLU Holdings Changes

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