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MERCER GLOBAL ADVISORS INC /ADV: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on VLUE, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 1,127,613 VLUE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,127,613 shares
    Change vs previous 13F -54,636 shares

    0.28% of the 13F portfolio, value $225,308,398.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,182,249 shares
    Change vs previous 13F -46,582 shares

    0.25% of the 13F portfolio, value $168,103,998.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,228,831 shares
    Change vs previous 13F -37,291 shares

    0.26% of the 13F portfolio, value $168,018,019.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,266,122 shares
    Change vs previous 13F -140,499 shares

    0.26% of the 13F portfolio, value $158,328,508.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,406,621 shares
    Change vs previous 13F -48,478 shares

    0.36% of the 13F portfolio, value $159,243,545.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,455,099 shares
    Change vs previous 13F -60,833 shares

    0.36% of the 13F portfolio, value $155,186,325.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,515,932 shares
    Change vs previous 13F -262,249 shares

    0.39% of the 13F portfolio, value $160,097,625.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,778,181 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $192,704,204.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).