90 tracked 13F filers disclose a position in VLU as of the latest SEC 13F filings, a combined $408.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $91.5M | 426K | ▲+4.7% Added · +19K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $30.8M | 143K | ▲+20% Added · +24K sh | Q1 2026 | |
| 3 | Nadler Financial Group, Inc. | $31.4M | 132K | ▲+7.7% Added · +9K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.8M | 106K | ▼−15% Reduced · −19K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $21.3M | 99K | ▼−37% Reduced · −59K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $21.0M | 98K | ▲+6.6% Added · +6K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $14.9M | 69K | ▲+3.6% Added · +2K sh | Q1 2026 | |
| 8 | Systelligence, LLC | $14.7M | 62K | ▲+5.3% Added · +3K sh | Q2 2026 | |
| 9 | MAI Capital Management | $12.4M | 58K | ▼−1.7% Reduced · −978 sh | Q1 2026 | |
| 10 | RFG - Bristol Wealth Advisors, LLC | $13.5M | 57K | ▲+5.5% Added · +3K sh | Q2 2026 | |
| 11 | MORGAN STANLEY | $12.0M | 56K | ▲+45% Added · +17K sh | Q1 2026 | |
| 12 | Compass Financial Services Inc | $11.7M | 49K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 13 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $11.3M | 47K | ▲+0.8% Added · +403 sh | Q2 2026 | |
| 14 | Graney & King, LLC | $7.8M | 36K | ▲+3.4% Added · +1K sh | Q1 2026 | |
| 15 | Stratos Wealth Advisors, LLC | $7.0M | 33K | ▼−36% Reduced · −18K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $6.4M | 31K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 17 | ShoreHaven Wealth Partners, LLC | $6.9M | 29K | ▼−0.6% Reduced · −173 sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $5.9M | 27K | ▲+73% Added · +12K sh | Q1 2026 | |
| 19 | J.W. COLE ADVISORS, INC. | $5.9M | 25K | ▲+0.4% Added · +92 sh | Q2 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 21K | ▲+1.6% Added · +323 sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $4.1M | 17K | ▲+112% Added · +9K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $3.4M | 16K | ▼−28% Reduced · −6K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $3.1M | 14K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 14K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 25 | Creative Planning | $2.5M | 11K | ▲+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, 3 funds opened a new position in VLU and 22 added to an existing one, while 8 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $2.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $2.1B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.8B |
| NVIDIA CORPNVDA | 36 funds | $11.0B |
| APPLE INCAAPL | 36 funds | $9.9B |
| MICROSOFT CORPMSFT | 36 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 36 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 36 funds | $4.4B |
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $2.7B |
| VANGUARD GROWTH ETFVUG | 36 funds | $1.4B |
| SS TECHNOLOGY SELECT SECTORXLK | 36 funds | $861.2M |
Ranked by how many of VLU's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for VLU
This stock 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 + Form 4 insider transactions + 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.