On this page, we present all of the funds holding VLUE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VLUE, with a link to that fund's top holdings. The next columns indicate the amount of VLUE stock held by each of the funds holding VLUE, followed by the VLUE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 421 funds holding VLUE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Northwestern Mutual Wealth Management Co.. For more details on the positions held by Northwestern Mutual Wealth Management Co. (or by any of the other funds holding VLUE), click the fund name in the "Holder" column of the funds-holding-VLUE table below.
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 |
Signaturefd LLC | 86,643 | $8,765 | 12/31/2023 |
VLUE | 86,643 | $8,765 | 12/31/2023 |
Savant Capital LLC | 85,368 | $8,636 | 12/31/2023 |
VLUE | 85,368 | $8,636 | 12/31/2023 |
Deane Retirement Strategies Inc. | 76,447 | $8,270 | 03/31/2024 |
VLUE | 76,447 | $8,270 | 03/31/2024 |
Anderson Hoagland & Co. | 78,036 | $8,134 | 03/31/2024 |
VLUE | 78,036 | $8,134 | 03/31/2024 |
HighTower Advisors LLC | 76,998 | $7,784 | 12/31/2023 |
VLUE | 76,998 | $7,784 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 76,580 | $7,747 | 12/31/2023 |
VLUE | 76,580 | $7,747 | 12/31/2023 |
Addison Advisors LLC | 75,392 | $7,627 | 12/31/2023 |
VLUE | 75,392 | $7,627 | 12/31/2023 |
Resources Investment Advisors LLC. | 73,736 | $7,459 | 12/31/2023 |
VLUE | 73,736 | $7,459 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 71,570 | $7,240 | 12/31/2023 |
VLUE | 71,570 | $7,240 | 12/31/2023 |
Waddell & Associates LLC | 71,263 | $7,209 | 12/31/2023 |
VLUE | 71,263 | $7,209 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 69,772 | $7,058 | 12/31/2023 |
VLUE | 69,772 | $7,058 | 12/31/2023 |
Parallel Advisors LLC | 67,806 | $6,859 | 12/31/2023 |
VLUE | 67,806 | $6,859 | 12/31/2023 |
Relative Value Partners Group LLC | 67,192 | $6,797 | 12/31/2023 |
VLUE | 67,192 | $6,797 | 12/31/2023 |
First Financial Bank Trust Division | 62,627 | $6,783 | 03/31/2024 |
VLUE | 62,627 | $6,783 | 03/31/2024 |
Syntax Research Inc. | 66,506 | $6,728 | 12/31/2023 |
VLUE | 66,506 | $6,728 | 12/31/2023 |
Bbjs Financial Advisors LLC | 64,489 | $6,524 | 12/31/2023 |
VLUE | 64,489 | $6,524 | 12/31/2023 |
Well Done LLC | 59,764 | $6,473 | 03/31/2024 |
VLUE | 59,764 | $6,473 | 03/31/2024 |
MML Investors Services LLC | 63,538 | $6,427 | 12/31/2023 |
VLUE | 63,538 | $6,427 | 12/31/2023 |
Partners Capital Investment Group LLP | 57,877 | $5,855 | 12/31/2023 |
VLUE | 57,877 | $5,855 | 12/31/2023 |
Cetera Advisor Networks LLC | 56,233 | $5,688 | 12/31/2023 |
VLUE | 56,233 | $5,688 | 12/31/2023 |
IFP Advisors Inc | 56,067 | $5,672 | 12/31/2023 |
VLUE | 56,067 | $5,672 | 12/31/2023 |
PFG Advisors | 56,036 | $5,669 | 12/31/2023 |
VLUE | 56,036 | $5,669 | 12/31/2023 |
Advisor Group Holdings Inc. | 55,503 | $5,619 | 12/31/2023 |
VLUE | 55,503 | $5,619 | 12/31/2023 |
Susquehanna International Group LLP | 50,324 | $5,091 | 12/31/2023 |
VLUE | 50,324 | $5,091 | 12/31/2023 |
First Citizens Bank & Trust Co. | 41,169 | $4,459 | 03/31/2024 |
VLUE | 41,169 | $4,459 | 03/31/2024 |
Equitable Holdings Inc. | 41,773 | $4,226 | 12/31/2023 |
VLUE | 41,773 | $4,226 | 12/31/2023 |
FDx Advisors Inc. | 40,961 | $4,144 | 12/31/2023 |
VLUE | 40,961 | $4,144 | 12/31/2023 |
Interchange Capital Partners LLC | 40,958 | $4,143 | 12/31/2023 |
VLUE | 40,958 | $4,143 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 38,038 | $4,120 | 03/31/2024 |
VLUE | 38,038 | $4,120 | 03/31/2024 |
Sar Wealth Management Group LLC | 36,681 | $3,973 | 03/31/2024 |
VLUE | 36,681 | $3,973 | 03/31/2024 |
Bank Julius Baer & Co. Ltd Zurich | 38,925 | $3,940 | 12/31/2023 |
VLUE | 38,925 | $3,940 | 12/31/2023 |
Evergreen Capital Management LLC | 38,571 | $3,902 | 12/31/2023 |
VLUE | 38,571 | $3,902 | 12/31/2023 |
Focus Financial Network Inc. ADV | 38,483 | $3,893 | 12/31/2023 |
VLUE | 38,483 | $3,893 | 12/31/2023 |
Focus Financial Network Inc. | 38,441 | $3,877 | 03/31/2024 |
VLUE | 38,441 | $3,877 | 03/31/2024 |
Putnam FL Investment Management Co. | 37,721 | $3,816 | 12/31/2023 |
VLUE | 37,721 | $3,816 | 12/31/2023 |
Simon Quick Advisors LLC | 34,521 | $3,739 | 03/31/2024 |
VLUE | 34,521 | $3,739 | 03/31/2024 |
Sumitomo Mitsui Trust Holdings Inc. | 34,130 | $3,697 | 03/31/2024 |
VLUE | 34,130 | $3,697 | 03/31/2024 |
Mariner LLC | 36,069 | $3,649 | 12/31/2023 |
VLUE | 36,069 | $3,649 | 12/31/2023 |
Snider Financial Group | 35,994 | $3,641 | 12/31/2023 |
VLUE | 35,994 | $3,641 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 33,557 | $3,635 | 03/31/2024 |
VLUE | 33,557 | $3,635 | 03/31/2024 |
LS Investment Advisors LLC | 35,805 | $3,622 | 12/31/2023 |
VLUE | 35,805 | $3,622 | 12/31/2023 |
Financial Advocates Investment Management | 35,671 | $3,608 | 12/31/2023 |
VLUE | 35,671 | $3,608 | 12/31/2023 |
Lido Advisors LLC | 34,929 | $3,533 | 12/31/2023 |
VLUE | 34,929 | $3,533 | 12/31/2023 |
Citadel Advisors LLC | 34,175 | $3,457 | 12/31/2023 |
VLUE | 34,175 | $3,457 | 12/31/2023 |
Stephens Inc. AR | 31,368 | $3,173 | 12/31/2023 |
VLUE | 31,368 | $3,173 | 12/31/2023 |
Jefferies Financial Group Inc. | 29,955 | $3,030 | 12/31/2023 |
VLUE | 29,955 | $3,030 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 29,625 | $2,997 | 12/31/2023 |
VLUE | 29,625 | $2,997 | 12/31/2023 |
EP Wealth Advisors LLC | 29,433 | $2,977 | 12/31/2023 |
VLUE | 29,433 | $2,977 | 12/31/2023 |
Jane Street Group LLC | 28,749 | $2,908 | 12/31/2023 |
VLUE | 28,749 | $2,908 | 12/31/2023 |
Insigneo Advisory Services LLC | 28,154 | $2,848 | 12/31/2023 |
VLUE | 28,154 | $2,848 | 12/31/2023 |
Private Advisor Group LLC | 27,715 | $2,804 | 12/31/2023 |
VLUE | 27,715 | $2,804 | 12/31/2023 |
BNP Paribas Arbitrage SA | 26,403 | $2,671 | 12/31/2023 |
VLUE | 26,403 | $2,671 | 12/31/2023 |
Wealthsource Partners LLC | 25,995 | $2,630 | 12/31/2023 |
VLUE | 25,995 | $2,630 | 12/31/2023 |
Signet Financial Management LLC | 23,402 | $2,535 | 03/31/2024 |
VLUE | 23,402 | $2,535 | 03/31/2024 |
Buckingham Strategic Partners | 24,973 | $2,526 | 12/31/2023 |
VLUE | 24,973 | $2,526 | 12/31/2023 |
EQ LLC | 24,590 | $2,488 | 12/31/2023 |
VLUE | 24,590 | $2,488 | 12/31/2023 |
Financial & Tax Architects LLC | 23,517 | $2,379 | 12/31/2023 |
VLUE | 23,517 | $2,379 | 12/31/2023 |
Baron Silver Stevens Financial Advisors LLC | 23,489 | $2,376 | 12/31/2023 |
VLUE | 23,489 | $2,376 | 12/31/2023 |
Sawtooth Solutions LLC | 23,293 | $2,356 | 12/31/2023 |
VLUE | 23,293 | $2,356 | 12/31/2023 |
Stifel Financial Corp | 22,780 | $2,304 | 12/31/2023 |
VLUE | 22,780 | $2,304 | 12/31/2023 |
Advisory Services Network LLC | 22,682 | $2,295 | 12/31/2023 |
VLUE | 22,682 | $2,295 | 12/31/2023 |
McAdam LLC | 20,809 | $2,254 | 03/31/2024 |
VLUE | 20,809 | $2,254 | 03/31/2024 |
Raymond James Trust N.A. | 20,323 | $2,201 | 03/31/2024 |
VLUE | 20,323 | $2,201 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 21,089 | $2,133 | 12/31/2023 |
VLUE | 21,089 | $2,133 | 12/31/2023 |
Orion Portfolio Solutions LLC | 20,502 | $2,078 | 12/31/2023 |
VLUE | 20,502 | $2,078 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 19,957 | $2,019 | 12/31/2023 |
VLUE | 19,957 | $2,019 | 12/31/2023 |
Blair William & Co. IL | 19,869 | $2,010 | 12/31/2023 |
VLUE | 19,869 | $2,010 | 12/31/2023 |
Baird Financial Group Inc. | 19,360 | $1,958 | 12/31/2023 |
VLUE | 19,360 | $1,958 | 12/31/2023 |
Diversified Trust Co | 17,539 | $1,900 | 03/31/2024 |
VLUE | 17,539 | $1,900 | 03/31/2024 |
US Bancorp DE | 18,053 | $1,826 | 12/31/2023 |
VLUE | 18,053 | $1,826 | 12/31/2023 |
Bleakley Financial Group LLC | 17,490 | $1,769 | 12/31/2023 |
VLUE | 17,490 | $1,769 | 12/31/2023 |
Simplicity Wealth LLC | 16,270 | $1,762 | 03/31/2024 |
VLUE | 16,270 | $1,762 | 03/31/2024 |
Day & Ennis LLC | 17,313 | $1,751 | 12/31/2023 |
VLUE | 17,313 | $1,751 | 12/31/2023 |
SageView Advisory Group LLC | 17,101 | $1,733 | 12/31/2023 |
VLUE | 17,101 | $1,733 | 12/31/2023 |
GSA Capital Partners LLP | 17,047 | $1,724 | 12/31/2023 |
VLUE | 17,047 | $1,724 | 12/31/2023 |
Cabot Wealth Management Inc. | 16,992 | $1,719 | 12/31/2023 |
VLUE | 16,992 | $1,719 | 12/31/2023 |
Kestra Advisory Services LLC | 16,964 | $1,716 | 12/31/2023 |
VLUE | 16,964 | $1,716 | 12/31/2023 |
Assetmark Inc. | 16,578 | $1,677 | 12/31/2023 |
VLUE | 16,578 | $1,677 | 12/31/2023 |
Comerica Bank | 16,180 | $1,637 | 12/31/2023 |
VLUE | 16,180 | $1,637 | 12/31/2023 |
Peddock Capital Advisors LLC | 16,182 | $1,637 | 12/31/2023 |
VLUE | 16,182 | $1,637 | 12/31/2023 |
Hilltop Holdings Inc. | 15,446 | $1,563 | 12/31/2023 |
VLUE | 15,446 | $1,563 | 12/31/2023 |
Client 1ST Advisory Group LLC | 15,400 | $1,558 | 12/31/2023 |
VLUE | 15,400 | $1,558 | 12/31/2023 |
Cetera Advisors LLC | 15,360 | $1,554 | 12/31/2023 |
VLUE | 15,360 | $1,554 | 12/31/2023 |
Great Valley Advisor Group Inc. | 14,653 | $1,482 | 12/31/2023 |
VLUE | 14,653 | $1,482 | 12/31/2023 |
EFG Asset Management Americas Corp. | 13,637 | $1,477 | 03/31/2024 |
VLUE | 13,637 | $1,477 | 03/31/2024 |
Harbour Investments Inc. | 14,454 | $1,462 | 12/31/2023 |
VLUE | 14,454 | $1,462 | 12/31/2023 |
National Asset Management Inc. | 14,191 | $1,436 | 12/31/2023 |
VLUE | 14,191 | $1,436 | 12/31/2023 |
Strategic Investment Management LLC | 14,220 | $1,428 | 12/31/2023 |
VLUE | 14,220 | $1,428 | 12/31/2023 |
Fifth Third Bancorp | 13,176 | $1,427 | 03/31/2024 |
VLUE | 13,176 | $1,427 | 03/31/2024 |
Foundations Investment Advisors LLC | 13,859 | $1,402 | 12/31/2023 |
VLUE | 13,859 | $1,402 | 12/31/2023 |
NCM Capital Management LLC | 13,826 | $1,399 | 12/31/2023 |
VLUE | 13,826 | $1,399 | 12/31/2023 |
MA Private Wealth | 13,626 | $1,378 | 12/31/2023 |
VLUE | 13,626 | $1,378 | 12/31/2023 |
Atria Wealth Solutions Inc. | 13,266 | $1,342 | 12/31/2023 |
VLUE | 13,266 | $1,342 | 12/31/2023 |
Avantax Advisory Services Inc. | 13,183 | $1,334 | 12/31/2023 |
VLUE | 13,183 | $1,334 | 12/31/2023 |
True Link Financial Advisors LLC | 12,145 | $1,315 | 03/31/2024 |
VLUE | 12,145 | $1,315 | 03/31/2024 |
Creative Planning | 12,848 | $1,300 | 12/31/2023 |
VLUE | 12,848 | $1,300 | 12/31/2023 |
J.W. Cole Advisors Inc. | 12,730 | $1,288 | 12/31/2023 |
VLUE | 12,730 | $1,288 | 12/31/2023 |
Warner Financial Inc. | 11,527 | $1,249 | 03/31/2024 |
VLUE | 11,527 | $1,249 | 03/31/2024 |
Truist Financial Corp | 12,269 | $1,241 | 12/31/2023 |
VLUE | 12,269 | $1,241 | 12/31/2023 |
Montecito Bank & Trust | 10,600 | $1,148 | 03/31/2024 |
VLUE | 10,600 | $1,148 | 03/31/2024 |
Farther Finance Advisors LLC | 10,867 | $1,099 | 12/31/2023 |
VLUE | 10,867 | $1,099 | 12/31/2023 |
Mutual Advisors LLC | 10,765 | $1,089 | 12/31/2023 |
VLUE | 10,765 | $1,089 | 12/31/2023 |
UMB Bank N A MO | 9,653 | $1,046 | 03/31/2024 |
VLUE | 9,653 | $1,046 | 03/31/2024 |
One Wealth Advisors LLC | 9,658 | $1,046 | 03/31/2024 |
VLUE | 9,658 | $1,046 | 03/31/2024 |
Keybank National Association OH | 10,111 | $1,023 | 12/31/2023 |
VLUE | 10,111 | $1,023 | 12/31/2023 |
MorganRosel Wealth Management LLC | 9,327 | $1,010 | 03/31/2024 |
VLUE | 9,327 | $1,010 | 03/31/2024 |
Merit Financial Group LLC | 9,988 | $1,010 | 12/31/2023 |
VLUE | 9,988 | $1,010 | 12/31/2023 |
Journey Strategic Wealth LLC | 9,754 | $987 | 12/31/2023 |
VLUE | 9,754 | $987 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 9,666 | $978 | 12/31/2023 |
VLUE | 9,666 | $978 | 12/31/2023 |
Almanack Investment Partners LLC. | 9,419 | $953 | 12/31/2023 |
VLUE | 9,419 | $953 | 12/31/2023 |
UMA Financial Services Inc. | 9,147 | $926 | 03/31/2024 |
VLUE | 9,147 | $926 | 03/31/2024 |
Darden Wealth Group Inc | 8,713 | $881 | 12/31/2023 |
VLUE | 8,713 | $881 | 12/31/2023 |
OMNI 360 Wealth Inc. | 8,111 | $878 | 03/31/2024 |
VLUE | 8,111 | $878 | 03/31/2024 |
Vision Capital Management Inc. | 8,593 | $869 | 12/31/2023 |
VLUE | 8,593 | $869 | 12/31/2023 |
Millennium Management LLC | 8,445 | $854 | 12/31/2023 |
VLUE | 8,445 | $854 | 12/31/2023 |
Magnolia Capital Advisors LLC | 8,372 | $849 | 12/31/2023 |
VLUE | 8,372 | $849 | 12/31/2023 |
MB Generational Wealth LLC | 8,269 | $836 | 12/31/2023 |
VLUE | 8,269 | $836 | 12/31/2023 |
Mayflower Financial Advisors LLC | 8,191 | $829 | 12/31/2023 |
VLUE | 8,191 | $829 | 12/31/2023 |
Cypress Wealth Services LLC | 7,550 | $818 | 03/31/2024 |
VLUE | 7,550 | $818 | 03/31/2024 |
Ausdal Financial Partners Inc. | 7,389 | $800 | 03/31/2024 |
VLUE | 7,389 | $800 | 03/31/2024 |
Northern Trust Corp | 7,694 | $778 | 12/31/2023 |
VLUE | 7,694 | $778 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 7,688 | $778 | 12/31/2023 |
VLUE | 7,688 | $778 | 12/31/2023 |
Stratos Wealth Partners LTD. | 7,141 | $774 | 03/31/2024 |
VLUE | 7,141 | $774 | 03/31/2024 |
Global Retirement Partners LLC | 7,085 | $767 | 03/31/2024 |
VLUE | 7,085 | $767 | 03/31/2024 |
CI Private Wealth LLC | 7,444 | $753 | 12/31/2023 |
VLUE | 7,444 | $753 | 12/31/2023 |
Cetera Investment Advisers | 7,267 | $735 | 12/31/2023 |
VLUE | 7,267 | $735 | 12/31/2023 |
Chicago Partners Investment Group LLC | 6,910 | $710 | 03/31/2024 |
VLUE | 6,910 | $710 | 03/31/2024 |
First Command Advisory Services Inc. | 6,997 | $708 | 12/31/2023 |
VLUE | 6,997 | $708 | 12/31/2023 |
Transcend Wealth Collective LLC | 6,953 | $703 | 12/31/2023 |
VLUE | 6,953 | $703 | 12/31/2023 |
Trexquant Investment LP | 6,659 | $674 | 12/31/2023 |
VLUE | 6,659 | $674 | 12/31/2023 |
Flow Traders U.S. LLC | 6,562 | $664 | 12/31/2023 |
VLUE | 6,562 | $664 | 12/31/2023 |
Beacon Financial Group | 6,554 | $663 | 12/31/2023 |
VLUE | 6,554 | $663 | 12/31/2023 |
Greenleaf Trust | 6,525 | $660 | 12/31/2023 |
VLUE | 6,525 | $660 | 12/31/2023 |
Garrett Investment Advisors LLC | 5,996 | $649 | 03/31/2024 |
VLUE | 5,996 | $649 | 03/31/2024 |
First Horizon Advisors Inc. | 5,800 | $628 | 03/31/2024 |
VLUE | 5,800 | $628 | 03/31/2024 |
Walkner Condon Financial Advisors LLC | 5,793 | $627 | 03/31/2024 |
VLUE | 5,793 | $627 | 03/31/2024 |
TNF LLC | 6,067 | $626 | 03/31/2024 |
VLUE | 6,067 | $626 | 03/31/2024 |
Wedbush Securities Inc. | 6,176 | $625 | 12/31/2023 |
VLUE | 6,176 | $625 | 12/31/2023 |
Tranquility Partners LLC | 6,094 | $617 | 12/31/2023 |
VLUE | 6,094 | $617 | 12/31/2023 |
Certus Wealth Management LLC | 6,061 | $613 | 12/31/2023 |
VLUE | 6,061 | $613 | 12/31/2023 |
Stratos Wealth Advisors LLC | 5,520 | $598 | 03/31/2024 |
VLUE | 5,520 | $598 | 03/31/2024 |
Keystone Wealth Services LLC | 5,461 | $591 | 03/31/2024 |
VLUE | 5,461 | $591 | 03/31/2024 |
United Capital Financial Advisers LLC | 5,842 | $591 | 12/31/2023 |
VLUE | 5,842 | $591 | 12/31/2023 |
Guerra Pan Advisors LLC | 5,821 | $589 | 12/31/2023 |
VLUE | 5,821 | $589 | 12/31/2023 |
Strategic Blueprint LLC | 5,405 | $585 | 03/31/2024 |
VLUE | 5,405 | $585 | 03/31/2024 |
Prudential PLC | 5,780 | $585 | 12/31/2023 |
VLUE | 5,780 | $585 | 12/31/2023 |
Concurrent Investment Advisors LLC | 5,703 | $577 | 12/31/2023 |
VLUE | 5,703 | $577 | 12/31/2023 |
Apollon Wealth Management LLC | 5,631 | $570 | 12/31/2023 |
VLUE | 5,631 | $570 | 12/31/2023 |
Kestra Private Wealth Services LLC | 5,599 | $566 | 12/31/2023 |
VLUE | 5,599 | $566 | 12/31/2023 |
Eagle Strategies LLC | 5,209 | $564 | 03/31/2024 |
VLUE | 5,209 | $564 | 03/31/2024 |
RSM US Wealth Management LLC | 5,499 | $556 | 12/31/2023 |
VLUE | 5,499 | $556 | 12/31/2023 |
Richard P Slaughter Associates Inc | 5,072 | $549 | 03/31/2024 |
VLUE | 5,072 | $549 | 03/31/2024 |
Smartleaf Asset Management LLC | 5,337 | $542 | 12/31/2023 |
VLUE | 5,337 | $542 | 12/31/2023 |
Arkadios Wealth Advisors | 5,352 | $541 | 12/31/2023 |
VLUE | 5,352 | $541 | 12/31/2023 |
GWM Advisors LLC | 5,298 | $536 | 12/31/2023 |
VLUE | 5,298 | $536 | 12/31/2023 |
Citigroup Inc. | 5,239 | $530 | 12/31/2023 |
VLUE | 5,239 | $530 | 12/31/2023 |
Scotia Capital Inc. | 5,105 | $516 | 12/31/2023 |
VLUE | 5,105 | $516 | 12/31/2023 |
Stokes Family Office LLC | 5,030 | $509 | 12/31/2023 |
VLUE | 5,030 | $509 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 4,651 | $504 | 03/31/2024 |
VLUE | 4,651 | $504 | 03/31/2024 |
GEM Asset Management LLC | 4,876 | $493 | 12/31/2023 |
VLUE | 4,876 | $493 | 12/31/2023 |
Actinver Wealth Management Inc. | 4,838 | $489 | 12/31/2023 |
VLUE | 4,838 | $489 | 12/31/2023 |
IHT Wealth Management LLC | 4,729 | $478 | 12/31/2023 |
VLUE | 4,729 | $478 | 12/31/2023 |
Goldstein Advisors LLC | 4,660 | $471 | 12/31/2023 |
VLUE | 4,660 | $471 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 4,586 | $464 | 12/31/2023 |
VLUE | 4,586 | $464 | 12/31/2023 |
Integrated Advisors Network LLC | 4,570 | $462 | 12/31/2023 |
VLUE | 4,570 | $462 | 12/31/2023 |
Archvest Wealth Advisors Inc. | 4,549 | $460 | 12/31/2023 |
VLUE | 4,549 | $460 | 12/31/2023 |
AE Wealth Management LLC | 4,568 | $459 | 12/31/2023 |
VLUE | 4,568 | $459 | 12/31/2023 |
FLC Capital Advisors | 4,482 | $453 | 12/31/2023 |
VLUE | 4,482 | $453 | 12/31/2023 |
Arete Wealth Advisors LLC | 4,464 | $452 | 12/31/2023 |
VLUE | 4,464 | $452 | 12/31/2023 |
S&T Bank | 4,425 | $448 | 12/31/2023 |
VLUE | 4,425 | $448 | 12/31/2023 |
Level Four Advisory Services LLC | 4,418 | $447 | 12/31/2023 |
VLUE | 4,418 | $447 | 12/31/2023 |
Captrust Financial Advisors | 4,360 | $441 | 12/31/2023 |
VLUE | 4,360 | $441 | 12/31/2023 |
Pflug Koory LLC | 4,065 | $440 | 03/31/2024 |
VLUE | 4,065 | $440 | 03/31/2024 |
Hengehold Capital Management LLC | 4,010 | $434 | 03/31/2024 |
VLUE | 4,010 | $434 | 03/31/2024 |
Waterloo Capital L.P. | 4,242 | $429 | 12/31/2023 |
VLUE | 4,242 | $429 | 12/31/2023 |
TD Capital Management LLC | 4,199 | $425 | 12/31/2023 |
VLUE | 4,199 | $425 | 12/31/2023 |
West Wealth Group LLC | 4,204 | $425 | 12/31/2023 |
VLUE | 4,204 | $425 | 12/31/2023 |
AWM Capital LLC | 3,878 | $420 | 03/31/2024 |
VLUE | 3,878 | $420 | 03/31/2024 |
Mattern Capital Management LLC | 4,107 | $415 | 12/31/2023 |
VLUE | 4,107 | $415 | 12/31/2023 |
CoreCap Advisors LLC | 4,068 | $412 | 12/31/2023 |
VLUE | 4,068 | $412 | 12/31/2023 |
TCG Advisory Services LLC | 4,050 | $410 | 12/31/2023 |
VLUE | 4,050 | $410 | 12/31/2023 |
Plancorp LLC | 3,922 | $397 | 12/31/2023 |
VLUE | 3,922 | $397 | 12/31/2023 |
W Advisors LLC | 3,621 | $392 | 03/31/2024 |
VLUE | 3,621 | $392 | 03/31/2024 |
Clearwater Capital Advisors LLC | 3,809 | $385 | 12/31/2023 |
VLUE | 3,809 | $385 | 12/31/2023 |
Symphony Financial Ltd. Co. | 3,506 | $380 | 03/31/2024 |
VLUE | 3,506 | $380 | 03/31/2024 |
OLD Mission Capital LLC | 3,682 | $372 | 12/31/2023 |
VLUE | 3,682 | $372 | 12/31/2023 |
Rosenberg Matthew Hamilton | 3,428 | $370 | 03/31/2024 |
VLUE | 3,428 | $370 | 03/31/2024 |
Lunt Capital Management Inc. | 3,396 | $368 | 03/31/2024 |
VLUE | 3,396 | $368 | 03/31/2024 |
CIBC Private Wealth Group LLC | 3,642 | $368 | 12/31/2023 |
VLUE | 3,642 | $368 | 12/31/2023 |
IFG Advisory LLC | 3,633 | $368 | 12/31/2023 |
VLUE | 3,633 | $368 | 12/31/2023 |
Ascent Group LLC | 3,542 | $361 | 12/31/2023 |
VLUE | 3,542 | $361 | 12/31/2023 |
Belvedere Trading LLC | $354 | 12/31/2023 | |
Call | 3,500 | $354 | 12/31/2023 |
Natixis | 3,489 | $353 | 12/31/2023 |
VLUE | 3,489 | $353 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 3,397 | $344 | 12/31/2023 |
VLUE | 3,397 | $344 | 12/31/2023 |
TBH Global Asset Management LLC | 3,398 | $344 | 12/31/2023 |
VLUE | 3,398 | $344 | 12/31/2023 |
First Citizens Financial Corp | 3,326 | $336 | 12/31/2023 |
VLUE | 3,326 | $336 | 12/31/2023 |
Shared Vision Wealth Group LLC | 3,290 | $333 | 12/31/2023 |
VLUE | 3,290 | $333 | 12/31/2023 |
Patriot Investment Management Inc. | 3,061 | $332 | 03/31/2024 |
VLUE | 3,061 | $332 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 3,222 | $326 | 12/31/2023 |
VLUE | 3,222 | $326 | 12/31/2023 |
Able Wealth Management LLC | 3,205 | $324 | 12/31/2023 |
VLUE | 3,205 | $324 | 12/31/2023 |
Freestone Capital Holdings LLC | 3,138 | $318 | 12/31/2023 |
VLUE | 3,138 | $318 | 12/31/2023 |
BCGM Wealth Management LLC | 3,145 | $318 | 12/31/2023 |
VLUE | 3,145 | $318 | 12/31/2023 |
Bell Investment Advisors Inc | 3,103 | $314 | 12/31/2023 |
VLUE | 3,103 | $314 | 12/31/2023 |
CFS Investment Advisory Services LLC | 3,079 | $311 | 12/31/2023 |
VLUE | 3,079 | $311 | 12/31/2023 |
Foundry Financial Group Inc. | 3,050 | $309 | 12/31/2023 |
VLUE | 3,050 | $309 | 12/31/2023 |
Leavell Investment Management Inc. | 2,793 | $303 | 03/31/2024 |
VLUE | 2,793 | $303 | 03/31/2024 |
ONE Advisory Partners LLC | 2,767 | $300 | 03/31/2024 |
VLUE | 2,767 | $300 | 03/31/2024 |
Verus Capital Partners LLC | 2,964 | $300 | 12/31/2023 |
VLUE | 2,964 | $300 | 12/31/2023 |
Apexium Financial LP | 2,737 | $296 | 03/31/2024 |
VLUE | 2,737 | $296 | 03/31/2024 |
Betterment LLC | 2,872 | $291 | 12/31/2023 |
VLUE | 2,872 | $291 | 12/31/2023 |
Brookstone Capital Management | 2,671 | $289 | 03/31/2024 |
VLUE | 2,671 | $289 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 2,642 | $286 | 03/31/2024 |
VLUE | 2,642 | $286 | 03/31/2024 |
BCS Wealth Management | 2,604 | $282 | 03/31/2024 |
VLUE | 2,604 | $282 | 03/31/2024 |
Cora Capital Advisors LLC | 2,532 | $274 | 03/31/2024 |
VLUE | 2,532 | $274 | 03/31/2024 |
Taylor & Morgan Wealth Management LLC | 2,510 | $272 | 03/31/2024 |
VLUE | 2,510 | $272 | 03/31/2024 |
Tyche Wealth Partners LLC | 2,502 | $271 | 03/31/2024 |
VLUE | 2,502 | $271 | 03/31/2024 |
Confluence Wealth Services Inc. | 2,494 | $270 | 03/31/2024 |
VLUE | 2,494 | $270 | 03/31/2024 |
Goodwin Investment Advisory | 2,669 | $270 | 12/31/2023 |
VLUE | 2,669 | $270 | 12/31/2023 |
Coastal Investment Advisors Inc. | 2,488 | $269 | 03/31/2024 |
VLUE | 2,488 | $269 | 03/31/2024 |
International Assets Investment Management LLC | 2,441 | $263 | 03/31/2024 |
VLUE | 2,441 | $263 | 03/31/2024 |
Premier Path Wealth Partners LLC | 2,425 | $263 | 03/31/2024 |
VLUE | 2,425 | $263 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 2,590 | $262 | 12/31/2023 |
VLUE | 2,590 | $262 | 12/31/2023 |
Nova R Wealth Inc. | 2,376 | $257 | 03/31/2024 |
VLUE | 2,376 | $257 | 03/31/2024 |
EPG Wealth Management LLC | 2,560 | $256 | 12/31/2023 |
VLUE | 2,560 | $256 | 12/31/2023 |
Diversified LLC | 2,520 | $255 | 12/31/2023 |
VLUE | 2,520 | $255 | 12/31/2023 |
AlTi Global Inc. | 2,508 | $254 | 12/31/2023 |
VLUE | 2,508 | $254 | 12/31/2023 |
Rossmore Private Capital | 2,500 | $253 | 12/31/2023 |
VLUE | 2,500 | $253 | 12/31/2023 |
Marino Stram & Associates LLC | 2,323 | $252 | 03/31/2024 |
VLUE | 2,323 | $252 | 03/31/2024 |
Spire Wealth Management | 2,325 | $252 | 03/31/2024 |
VLUE | 2,325 | $252 | 03/31/2024 |
Csenge Advisory Group | 2,494 | $252 | 12/31/2023 |
VLUE | 2,494 | $252 | 12/31/2023 |
Capital Asset Advisory Services LLC | 2,364 | $251 | 03/31/2024 |
VLUE | 2,364 | $251 | 03/31/2024 |
Axxcess Wealth Management LLC | 2,469 | $250 | 12/31/2023 |
VLUE | 2,469 | $250 | 12/31/2023 |
Fortis Capital Management LLC | 2,457 | $249 | 12/31/2023 |
VLUE | 2,457 | $249 | 12/31/2023 |
Cowa LLC | 2,441 | $247 | 12/31/2023 |
VLUE | 2,441 | $247 | 12/31/2023 |
Principal Securities Inc. | 2,432 | $246 | 12/31/2023 |
VLUE | 2,432 | $246 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 2,427 | $246 | 12/31/2023 |
VLUE | 2,427 | $246 | 12/31/2023 |
Pathstone Holdings LLC | 2,381 | $241 | 12/31/2023 |
VLUE | 2,381 | $241 | 12/31/2023 |
Townsquare Capital LLC | 2,335 | $236 | 12/31/2023 |
VLUE | 2,335 | $236 | 12/31/2023 |
Atlas Capital Advisors LLC | 2,135 | $231 | 03/31/2024 |
VLUE | 2,135 | $231 | 03/31/2024 |
Nikulski Financial Inc. | 2,135 | $231 | 03/31/2024 |
VLUE | 2,135 | $231 | 03/31/2024 |
Ferguson Wellman Capital Management Inc. | 2,124 | $230 | 03/31/2024 |
VLUE | 2,124 | $230 | 03/31/2024 |
Oppenheimer & Co. Inc. | 2,189 | $221 | 12/31/2023 |
VLUE | 2,189 | $221 | 12/31/2023 |
High Falls Advisors Inc | 2,183 | $221 | 12/31/2023 |
VLUE | 2,183 | $221 | 12/31/2023 |
Schrum Private Wealth Management LLC | 2,136 | $216 | 12/31/2023 |
VLUE | 2,136 | $216 | 12/31/2023 |
Capital Investment Advisors LLC | 1,960 | $212 | 03/31/2024 |
VLUE | 1,960 | $212 | 03/31/2024 |
Mountain Capital Investment Advisors Inc | 1,997 | $212 | 03/31/2024 |
VLUE | 1,997 | $212 | 03/31/2024 |
Schonfeld Strategic Advisors LLC | 2,073 | $210 | 12/31/2023 |
VLUE | 2,073 | $210 | 12/31/2023 |
Glenmede Trust Co. NA | 2,070 | $209 | 12/31/2023 |
VLUE | 2,070 | $209 | 12/31/2023 |
Leo Wealth LLC | 2,014 | $208 | 12/31/2023 |
VLUE | 2,014 | $208 | 12/31/2023 |
Connecticut Wealth Management LLC | 2,038 | $206 | 12/31/2023 |
VLUE | 2,038 | $206 | 12/31/2023 |
Summit X LLC | 2,028 | $205 | 12/31/2023 |
VLUE | 2,028 | $205 | 12/31/2023 |
Golden State Equity Partners | 2,030 | $205 | 12/31/2023 |
VLUE | 2,030 | $205 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 2,010 | $203 | 12/31/2023 |
VLUE | 2,010 | $203 | 12/31/2023 |
Retirement Group LLC | 2,011 | $203 | 12/31/2023 |
VLUE | 2,011 | $203 | 12/31/2023 |
NBC Securities Inc. | 1,745 | $189 | 03/31/2024 |
VLUE | 1,745 | $189 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 1,540 | $167 | 03/31/2024 |
VLUE | 1,540 | $167 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 1,566 | $158 | 03/31/2024 |
VLUE | 1,566 | $158 | 03/31/2024 |
Archer Investment Corp | 1,399 | $142 | 12/31/2023 |
VLUE | 1,399 | $142 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,392 | $141 | 12/31/2023 |
VLUE | 1,392 | $141 | 12/31/2023 |
Sunbelt Securities Inc. | 1,269 | $137 | 03/31/2024 |
VLUE | 1,269 | $137 | 03/31/2024 |
Aspire Private Capital LLC | 1,192 | $129 | 03/31/2024 |
VLUE | 1,192 | $129 | 03/31/2024 |
Smithfield Trust Co. | 1,221 | $126 | 12/31/2023 |
VLUE | 1,221 | $126 | 12/31/2023 |
Tradition Wealth Management LLC | 1,235 | $125 | 12/31/2023 |
VLUE | 1,235 | $125 | 12/31/2023 |
Parkside Financial Bank & Trust | 1,022 | $103 | 12/31/2023 |
VLUE | 1,022 | $103 | 12/31/2023 |
Howe & Rusling Inc. | 979 | $99 | 12/31/2023 |
VLUE | 979 | $99 | 12/31/2023 |
Bessemer Group Inc. | 986 | $99 | 12/31/2023 |
VLUE | 986 | $99 | 12/31/2023 |
Mather Group LLC. | 855 | $86 | 03/31/2024 |
VLUE | 855 | $86 | 03/31/2024 |
Private Trust Co. NA | 767 | $83 | 03/31/2024 |
VLUE | 767 | $83 | 03/31/2024 |
Biltmore Family Office LLC | 800 | $81 | 12/31/2023 |
VLUE | 800 | $81 | 12/31/2023 |
CoreFirst Bank & Trust | 802 | $81 | 12/31/2023 |
VLUE | 802 | $81 | 12/31/2023 |
Proequities Inc. | 782 | $79 | 12/31/2023 |
VLUE | 782 | $79 | 12/31/2023 |
Financial Advisory Service Inc. | 712 | $72 | 12/31/2023 |
VLUE | 712 | $72 | 12/31/2023 |
Aptus Capital Advisors LLC | 716 | $72 | 12/31/2023 |
VLUE | 716 | $72 | 12/31/2023 |
Y.D. More Investments Ltd | 700 | $71 | 12/31/2023 |
VLUE | 700 | $71 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 639 | $69 | 03/31/2024 |
VLUE | 639 | $69 | 03/31/2024 |
Ronald Blue Trust Inc. | 653 | $66 | 12/31/2023 |
VLUE | 653 | $66 | 12/31/2023 |
Coppell Advisory Solutions LLC | 619 | $63 | 12/31/2023 |
VLUE | 619 | $63 | 12/31/2023 |
Sound Income Strategies LLC | 577 | $62 | 03/31/2024 |
VLUE | 577 | $62 | 03/31/2024 |
American Capital Advisory LLC | 615 | $62 | 12/31/2023 |
VLUE | 615 | $62 | 12/31/2023 |
Crewe Advisors LLC | 600 | $61 | 12/31/2023 |
VLUE | 600 | $61 | 12/31/2023 |
Concord Wealth Partners | 599 | $61 | 12/31/2023 |
VLUE | 599 | $61 | 12/31/2023 |
NBT Bank N A NY | 545 | $59 | 03/31/2024 |
VLUE | 545 | $59 | 03/31/2024 |
Northwest Investment Counselors LLC | 502 | $54 | 03/31/2024 |
VLUE | 502 | $54 | 03/31/2024 |
EverSource Wealth Advisors LLC | 538 | $54 | 12/31/2023 |
VLUE | 538 | $54 | 12/31/2023 |
Provence Wealth Management Group | 513 | $52 | 12/31/2023 |
VLUE | 513 | $52 | 12/31/2023 |
AllSquare Wealth Management LLC | 497 | $50 | 12/31/2023 |
VLUE | 497 | $50 | 12/31/2023 |
AdvisorNet Financial Inc | 454 | $49 | 03/31/2024 |
VLUE | 454 | $49 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 486 | $49 | 12/31/2023 |
VLUE | 486 | $49 | 12/31/2023 |
SRS Capital Advisors Inc. | 461 | $47 | 12/31/2023 |
VLUE | 461 | $47 | 12/31/2023 |
AlphaCore Capital LLC | 458 | $46 | 12/31/2023 |
VLUE | 458 | $46 | 12/31/2023 |
Tucker Asset Management LLC | 447 | $45 | 12/31/2023 |
VLUE | 447 | $45 | 12/31/2023 |
Bank of Montreal Can | 405 | $41 | 12/31/2023 |
VLUE | 405 | $41 | 12/31/2023 |
WASHINGTON TRUST Co | 329 | $36 | 03/31/2024 |
VLUE | 329 | $36 | 03/31/2024 |
Aspire Wealth Management Corp | 354 | $36 | 12/31/2023 |
VLUE | 354 | $36 | 12/31/2023 |
GAMMA Investing LLC | 316 | $34 | 03/31/2024 |
VLUE | 316 | $34 | 03/31/2024 |
Rhumbline Advisers | 330 | $33 | 12/31/2023 |
VLUE | 330 | $33 | 12/31/2023 |
Capital Analysts LLC | 317 | $32 | 12/31/2023 |
VLUE | 317 | $32 | 12/31/2023 |
Cornerstone Planning Group LLC | 319 | $32 | 12/31/2023 |
VLUE | 319 | $32 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 314 | $32 | 12/31/2023 |
VLUE | 314 | $32 | 12/31/2023 |
Family Asset Management LLC | 320 | $32 | 12/31/2023 |
VLUE | 320 | $32 | 12/31/2023 |
Private Ocean LLC | 270 | $29 | 03/31/2024 |
VLUE | 270 | $29 | 03/31/2024 |
Macroview Investment Management LLC | 291 | $29 | 12/31/2023 |
VLUE | 291 | $29 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 277 | $28 | 03/31/2024 |
VLUE | 277 | $28 | 03/31/2024 |
Ancora Advisors LLC | 232 | $23 | 12/31/2023 |
VLUE | 232 | $23 | 12/31/2023 |
Key Financial Inc | 226 | $23 | 12/31/2023 |
VLUE | 226 | $23 | 12/31/2023 |
ICA Group Wealth Management LLC | 223 | $23 | 12/31/2023 |
VLUE | 223 | $23 | 12/31/2023 |
New Republic Capital LLC | 224 | $23 | 12/31/2023 |
VLUE | 224 | $23 | 12/31/2023 |
Arlington Trust Co LLC | 203 | $22 | 03/31/2024 |
VLUE | 203 | $22 | 03/31/2024 |
Founders Financial Alliance LLC | 215 | $22 | 12/31/2023 |
VLUE | 215 | $22 | 12/31/2023 |
Geneos Wealth Management Inc. | 195 | $20 | 12/31/2023 |
VLUE | 195 | $20 | 12/31/2023 |
Sage Mountain Advisors LLC | 175 | $19 | 03/31/2024 |
VLUE | 175 | $19 | 03/31/2024 |
National Bank of Canada FI | 190 | $19 | 12/31/2023 |
VLUE | 190 | $19 | 12/31/2023 |
Brown Brothers Harriman & Co. | 175 | $18 | 12/31/2023 |
VLUE | 175 | $18 | 12/31/2023 |
Westside Investment Management Inc. | 145 | $16 | 03/31/2024 |
VLUE | 145 | $16 | 03/31/2024 |
Migdal Insurance & Financial Holdings Ltd. | 161 | $16 | 12/31/2023 |
VLUE | 161 | $16 | 12/31/2023 |
Mascoma Wealth Management LLC | 154 | $16 | 12/31/2023 |
VLUE | 154 | $16 | 12/31/2023 |
Tompkins Financial Corp | 128 | $14 | 03/31/2024 |
VLUE | 128 | $14 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 126 | $14 | 03/31/2024 |
VLUE | 126 | $14 | 03/31/2024 |
HM Payson & Co. | 137 | $14 | 12/31/2023 |
VLUE | 137 | $14 | 12/31/2023 |
Russell Investments Group Ltd. | 139 | $14 | 12/31/2023 |
VLUE | 139 | $14 | 12/31/2023 |
Tyler Stone Wealth Management | 138 | $14 | 12/31/2023 |
VLUE | 138 | $14 | 12/31/2023 |
Capital Investment Advisory Services LLC | 123 | $13 | 03/31/2024 |
VLUE | 123 | $13 | 03/31/2024 |
Hexagon Capital Partners LLC | 108 | $12 | 03/31/2024 |
VLUE | 108 | $12 | 03/31/2024 |
Gables Capital Management Inc. | 115 | $12 | 12/31/2023 |
VLUE | 115 | $12 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 120 | $12 | 12/31/2023 |
VLUE | 120 | $12 | 12/31/2023 |
O Dell Group LLC | 115 | $12 | 12/31/2023 |
VLUE | 115 | $12 | 12/31/2023 |
MTM Investment Management LLC | 98 | $11 | 03/31/2024 |
VLUE | 98 | $11 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $10 | 12/31/2023 |
VLUE | 100 | $10 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 102 | $10 | 12/31/2023 |
VLUE | 102 | $10 | 12/31/2023 |
Cape Investment Advisory Inc. | 96 | $10 | 12/31/2023 |
VLUE | 96 | $10 | 12/31/2023 |
Tidemark LLC | 95 | $10 | 12/31/2023 |
VLUE | 95 | $10 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 90 | $9 | 12/31/2023 |
VLUE | 90 | $9 | 12/31/2023 |
Morris Financial Concepts Inc. | 71 | $8 | 03/31/2024 |
VLUE | 71 | $8 | 03/31/2024 |
Northwest Capital Management Inc | 77 | $8 | 03/31/2024 |
VLUE | 77 | $8 | 03/31/2024 |
Element Wealth LLC | 81 | $8 | 12/31/2023 |
VLUE | 81 | $8 | 12/31/2023 |
Scarborough Advisors LLC | 79 | $8 | 12/31/2023 |
VLUE | 79 | $8 | 12/31/2023 |
Oxford Financial Group Ltd. | 68 | $7 | 12/31/2023 |
VLUE | 68 | $7 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 70 | $7 | 12/31/2023 |
VLUE | 70 | $7 | 12/31/2023 |
Duncker Streett & Co. Inc. | 52 | $6 | 03/31/2024 |
VLUE | 52 | $6 | 03/31/2024 |
Pinnacle Bank | 54 | $6 | 03/31/2024 |
VLUE | 54 | $6 | 03/31/2024 |
PSI Advisors LLC | 60 | $6 | 03/31/2024 |
VLUE | 60 | $6 | 03/31/2024 |
JFS Wealth Advisors LLC | 59 | $6 | 12/31/2023 |
VLUE | 59 | $6 | 12/31/2023 |
Beacon Capital Management LLC | 52 | $5 | 12/31/2023 |
VLUE | 52 | $5 | 12/31/2023 |
Gradient Investments LLC | 40 | $4 | 03/31/2024 |
VLUE | 40 | $4 | 03/31/2024 |
Allworth Financial LP | 34 | $4 | 03/31/2024 |
VLUE | 34 | $4 | 03/31/2024 |
Venturi Wealth Management LLC | 33 | $4 | 03/31/2024 |
VLUE | 33 | $4 | 03/31/2024 |
Versant Capital Management Inc | 35 | $4 | 03/31/2024 |
VLUE | 35 | $4 | 03/31/2024 |
Kathleen S. Wright Associates Inc. | 35 | $4 | 03/31/2024 |
VLUE | 35 | $4 | 03/31/2024 |
First Manhattan Co. | 32 | $4 | 12/31/2023 |
VLUE | 32 | $4 | 12/31/2023 |
Focused Wealth Management Inc | 38 | $4 | 12/31/2023 |
VLUE | 38 | $4 | 12/31/2023 |
WealthShield Partners LLC | 36 | $4 | 12/31/2023 |
VLUE | 36 | $4 | 12/31/2023 |
Eagle Bay Advisors LLC | 39 | $4 | 12/31/2023 |
VLUE | 39 | $4 | 12/31/2023 |
Integrity Financial Corp WA | 43 | $4 | 12/31/2023 |
VLUE | 43 | $4 | 12/31/2023 |
Tsfg LLC | 31 | $3 | 03/31/2024 |
VLUE | 31 | $3 | 03/31/2024 |
City State Bank | 28 | $3 | 03/31/2024 |
VLUE | 28 | $3 | 03/31/2024 |
Global Wealth Strategies & Associates | 31 | $3 | 03/31/2024 |
VLUE | 31 | $3 | 03/31/2024 |
Ambassador Advisors LLC | 35 | $3 | 12/31/2023 |
VLUE | 35 | $3 | 12/31/2023 |
Morton Brown Family Wealth LLC | 23 | $2 | 03/31/2024 |
VLUE | 23 | $2 | 03/31/2024 |
HHM Wealth Advisors LLC | 18 | $2 | 12/31/2023 |
VLUE | 18 | $2 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 24 | $2 | 12/31/2023 |
VLUE | 24 | $2 | 12/31/2023 |
Impact Partnership Wealth LLC | 17 | $2 | 12/31/2023 |
VLUE | 17 | $2 | 12/31/2023 |
Abich Financial Wealth Management LLC | 18 | $2 | 12/31/2023 |
VLUE | 18 | $2 | 12/31/2023 |
Cutler Group LP | $1 | 03/31/2024 | |
Call | 100 | $1 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 12 | $1 | 12/31/2023 |
VLUE | 12 | $1 | 12/31/2023 |
Investors Research Corp | 14 | $1 | 12/31/2023 |
VLUE | 14 | $1 | 12/31/2023 |
VitalStone Financial LLC | 5 | $1 | 12/31/2023 |
VLUE | 5 | $1 | 12/31/2023 |
Caitlin John LLC | 9 | $1 | 12/31/2023 |
VLUE | 9 | $1 | 12/31/2023 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
VLUE | 1 | $0 | 12/31/2023 |
Clear Street Markets LLC | 1 | $0 | 12/31/2023 |
VLUE | 1 | $0 | 12/31/2023 |
Castleview Partners LLC | 0 | $0 | 12/31/2023 |
VLUE | 0 | $0 | 12/31/2023 |
EdgeRock Capital LLC | 2 | $0 | 12/31/2023 |
VLUE | 2 | $0 | 12/31/2023 |
ORG Partners LLC | 0 | $0 | 12/31/2023 |
VLUE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VLUE
See Details: Top 10 Hedge Funds Holding VLUE
Also See: VLUE Holdings Changes
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