Among active 13F managers last quarter, 6 opened and 26 added, while 10 reduced; the largest holder to move was Nadler Financial Group, Inc. (+7.7%).
105 tracked 13F filers disclose a position in VLU as of the latest SEC 13F filings, a combined $421.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 426K | $91.5M | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 143K | $30.8M | ▲+20% Added · +24K sh | Q1 2026 | |
| 3 | Nadler Financial Group, Inc. | 132K | $31.4M | ▲+7.7% Added · +9K sh | Q2 2026 | |
| 4 | Envestnet Asset Management Inc | 106K | $22.8M | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 99K | $21.3M | ▼−37% Reduced · −59K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 98K | $21.0M | ▲+6.6% Added · +6K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 69K | $14.9M | ▲+3.6% Added · +2K sh | Q1 2026 | |
| 8 | Systelligence, LLC | 62K | $14.7M | ▲+5.3% Added · +3K sh | Q2 2026 | |
| 9 | RFG - Bristol Wealth Advisors, LLC | 57K | $13.5M | ▲+5.5% Added · +3K sh | Q2 2026 | |
| 10 | Morgan Stanley | 56K | $12.0M | ▲+45% Added · +17K sh | Q1 2026 | |
| 11 | MAI Capital Management | 53K | $12.7M | ▼−7.7% Reduced · −4K sh | Q2 2026 | |
| 12 | Compass Financial Services Inc | 49K | $11.7M | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 13 | Absolute Capital Management, LLC | 47K | $11.3M | ▲+0.8% Added · +403 sh | Q2 2026 | |
| 14 | Graney & King, LLC | 38K | $9.0M | ▲+4.3% Added · +2K sh | Q2 2026 | |
| 15 | Stratos Wealth Advisors, LLC | 32K | $7.7M | ▼−0.4% Reduced · −136 sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 31K | $6.4M | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 17 | ShoreHaven Wealth Partners, LLC | 29K | $6.9M | ▼−0.6% Reduced · −173 sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 27K | $5.9M | ▲+73% Added · +12K sh | Q1 2026 | |
| 19 | J.W. Cole Advisors, Inc. | 25K | $5.9M | ▲+0.4% Added · +92 sh | Q2 2026 | |
| 20 | Northwestern Mutual Wealth Management Co | 21K | $4.5M | ▲+1.6% Added · +323 sh | Q1 2026 | |
| 21 | MML Investors Services, LLC | 18K | $4.2M | ▲+23% Added · +3K sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | 17K | $4.1M | ▲+112% Added · +9K sh | Q2 2026 | |
| 23 | Royal Bank Of Canada | 16K | $3.4M | ▼−28% Reduced · −6K sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 14K | $2.9M | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 25 | Creative Planning | 11K | $2.5M | ▲+3.4% Added · +381 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in VLU and 26 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Berkshire Hathaway Inc-CL BBRK/B | 49 funds | $2.5B |
| Nvidia CorpNVDA | 48 funds | $14.1B |
| Apple IncAAPL | 48 funds | $13.1B |
| Microsoft CorpMSFT | 48 funds | $11.3B |
| Alphabet Inc-CL CGOOG | 48 funds | $6.4B |
| Alphabet Inc-CL AGOOGL | 48 funds | $5.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $3.5B |
| Invesco QQQ Trust Series 1QQQ | 48 funds | $2.8B |
| Amazon.com IncAMZN | 47 funds | $9.0B |
| Vanguard S&P 500 ETFVOO | 47 funds | $2.6B |
| Tesla IncTSLA | 47 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 46 funds | $16.9B |
Ranked by how many of VLU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VLU.
| Class | 13F holders | Value held |
|---|---|---|
| SPYMcs | 1571 funds | $85.2B |
| SPYGcs | 1308 funds | $34.1B |
| SDYcs | 1154 funds | $9.2B |
| SPYVcs | 1127 funds | $27.1B |
| XBIcs | 847 funds | $17.1B |
| SPMDcs | 779 funds | $13.2B |
| SPTMcs | 720 funds | $8.0B |
| SLYVcs | 579 funds | $2.8B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VLU
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VLU/capital-change-brief"
Use Arkolith's capital_change_brief for VLU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.