HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VLU Share Count | ||||
| ShoreHaven Wealth Partners LLC | 6,461 | 30,567 | +24,106 | +373.10% |
| JPMorgan Chase & Co. | 7,939 | 30,098 | +22,159 | +279.12% |
| Cetera Investment Advisers | 1,930 | 4,065 | +2,135 | +110.62% |
| Royal Bank of Canada | 6,217 | 11,950 | +5,733 | +92.21% |
| AdvisorNet Financial Inc | 25 | 45 | +20 | +80.00% |
| LPL Financial LLC | 235,581 | 376,822 | +141,241 | +59.95% |
| Equitable Holdings Inc. | 4,705 | 5,994 | +1,289 | +27.40% |
| J.W. Cole Advisors Inc. | 11,017 | 13,418 | +2,401 | +21.79% |
| Raymond James & Associates | 11,307 | 13,349 | +2,042 | +18.06% |
| Thrivent Financial for Lutherans | 9,476 | 10,726 | +1,250 | +13.19% |
| Cambridge Investment Research Advisors Inc. | 39,629 | 44,307 | +4,678 | +11.80% |
| LWS Wealth Advisors Inc. | 59,421 | 63,297 | +3,876 | +6.52% |
| Dynamic Advisor Solutions LLC | 1,939 | 2,030 | +91 | +4.69% |
| Roger Wittlin Investment Advisory LLC | 33,591 | 34,791 | +1,200 | +3.57% |
| Commonwealth Equity Services LLC | 10,122 | 10,468 | +346 | +3.42% |
| Keystone Wealth Services LLC | 6,149 | 6,239 | +90 | +1.46% |
| Ameriprise Financial Inc. | 214,219 | 215,878 | +1,659 | +0.77% |
| Western Wealth Management LLC | 2,150 | 2,157 | +7 | +0.33% |
| Bank of America Corp DE | 32,971 | 33,062 | +91 | +0.28% |
| Global Retirement Partners LLC | 1,173 | 1,176 | +3 | +0.26% |
| Flagship Private Wealth LLC | 1,531 | 1,535 | +4 | +0.26% |
| 13F Filers Reporting New Positions In VLU | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Thoroughbred Financial Services LLC | 0 | 10,393 | +10,393 | +100% |
| First Community Trust NA | 0 | 21 | +21 | +100% |
| Oxford Financial Group Ltd. | 0 | 55 | +55 | +100% |
| Mariner LLC | 0 | 5,533 | +5,533 | +100% |
| Harbor Investment Advisory LLC | 0 | 150 | +150 | +100% |
| Cetera Advisors LLC | 0 | 2,429 | +2,429 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 1,817 | +1,817 | +100% |
| GWM Advisors LLC | 0 | 2,941 | +2,941 | +100% |
| Professional Financial Advisors LLC | 0 | 1,308 | +1,308 | +100% |
| Absolute Capital Management LLC | 0 | 19,600 | +19,600 | +100% |
| Kestra Advisory Services LLC | 0 | 1,325 | +1,325 | +100% |
| Iron Horse Wealth Management LLC | 0 | 33 | +33 | +100% |
| Ameritas Advisory Services LLC | 0 | 1,701 | +1,701 | +100% |
| Saxon Interests Inc. | 0 | 4,248 | +4,248 | +100% |
| ICA Group Wealth Management LLC | 0 | 72,214 | +72,214 | +100% |
| ORG Partners LLC | 0 | 0 | UNCH | 100% |
| Tidemark LLC | 0 | 57 | +57 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 512 | 512 | UNCH | 0.00% |
| Parkside Financial Bank & Trust | 137 | 137 | UNCH | 0.00% |
| Level Four Advisory Services LLC | 2,926 | 2,926 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 95 | 95 | UNCH | 0.00% |
| 13F Filers Decreasing VLU Share Count | ||||
| Wells Fargo & Company MN | 251 | 1 | -250 | -99.60% |
| Private Trust Co. NA | 1,393 | 345 | -1,048 | -75.23% |
| FMR LLC | 242 | 90 | -152 | -62.81% |
| Raymond James Financial Services Advisors Inc. | 71,136 | 27,200 | -43,936 | -61.76% |
| Envestnet Asset Management Inc. | 17,517 | 7,187 | -10,330 | -58.97% |
| Advisor Group Holdings Inc. | 21,961 | 10,730 | -11,231 | -51.14% |
| Merit Financial Group LLC | 15,268 | 9,370 | -5,898 | -38.63% |
| Stratos Wealth Advisors LLC | 2,473 | 1,769 | -704 | -28.47% |
| Prosperity Consulting Group LLC | 1,940 | 1,513 | -427 | -22.01% |
| Morgan Stanley | 47,363 | 37,546 | -9,817 | -20.73% |
| Northwestern Mutual Wealth Management Co. | 19,129 | 15,449 | -3,680 | -19.24% |
| Stephens Inc. AR | 6,571 | 5,356 | -1,215 | -18.49% |
| Avantax Advisory Services Inc. | 9,331 | 8,722 | -609 | -6.53% |
| Wealthcare Advisory Partners LLC | 2,176 | 2,130 | -46 | -2.11% |
| Money Concepts Capital Corp | 10,397 | 10,294 | -103 | -0.99% |
| CoreCap Advisors LLC | 2,128 | 2,110 | -18 | -0.85% |
| Great Valley Advisor Group Inc. | 1,529 | 1,519 | -10 | -0.65% |
| Truist Financial Corp | 6,391 | 6,363 | -28 | -0.44% |
| 13F Filers Exiting VLU | ||||
| Annapolis Financial Services LLC | 62 | 0 | -62 | -100.00% |
| Evoke Wealth LLC | 33,591 | 0 | -33,591 | -100.00% |
| Integrated Wealth Concepts LLC | 5,819 | 0 | -5,819 | -100.00% |
| Csenge Advisory Group | 1,539 | 0 | -1,539 | -100.00% |
| GFG Capital LLC | 112,767 | 0 | -112,767 | -100.00% |
| Koshinski Asset Management Inc. | 2,281 | 0 | -2,281 | -100.00% |
| UBS Group AG | 90 | 0 | -90 | -100.00% |
| GeoWealth Management LLC | 32,466 | 0 | -32,466 | -100.00% |
| Virtu Financial LLC | 6,467 | 0 | -6,467 | -100.00% |
| Tower Research Capital LLC TRC | 5,163 | 0 | -5,163 | -100.00% |
| Flow Traders U.S. LLC | 2,763 | 0 | -2,763 | -100.00% |
| Susquehanna International Group LLP | 3,188 | 0 | -3,188 | -100.00% |
See Summary: Institutional Holders of VLU
See Details: Top 10 Hedge Funds Holding VLU
