Skip to content
Disclosery

VLUE ISHARES TR

Follow

MSCI USA VALUE (fund)

469 managers (474 13F filers) reported a position in VLUE shares at 2025-12-31, 49,174,683 shares in all. 67 filers opened a position and 37 filers sold out during the quarter.

Managers
469
13F filers
474
New
67
Added
129
Reduced
159
Sold out
37
Shares held by filers
49,174,683

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wilmington Savings Fund Society, FSB160$21.9K<0.01%013F-HRTimeline
Rossby Financial, LCC154$21.1K0.01%013F-HRTimeline
SITTNER & NELSON, LLC138$21K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC150$20.5K<0.01%+8013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners147$20.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.145$19.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC144$19.7K<0.01%+113F-HRTimelineGroup
Qube Research & Technologies Ltd134$18.3K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$17.5K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…126$17.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc122$16.6K<0.01%-813F-HRTimeline
Capital Investment Advisory Services, L…119$16.3K<0.01%-313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.120$16K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GABLES CAPITAL MANAGEMENT INC.115$15.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC115$15.7K<0.01%013F-HRTimeline
Allworth Financial LP107$14.7K<0.01%+5813F-HRTimeline
Holos Integrated Wealth LLC102$14.2K0.01%013F-HRTimeline
Asset Dedication, LLC102$13.9K<0.01%-813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV101$13.8K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$13.7K<0.01%new13F-HRTimeline
MTM Investment Management, LLC98$13.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC97$13.3K0.01%013F-HRTimeline
Bogart Wealth, LLC94$12.9K<0.01%-1013F-HRTimeline
McIlrath & Eck, LLC91$12.5K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC89$12.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.88$12K<0.01%013F-HRTimeline
Versant Capital Management, Inc83$11.3K<0.01%013F-HRTimeline
TSFG, LLC83$11K<0.01%+5113F-HRTimeline
Sachetta, LLC78$10.7K0.01%new13F-HRTimeline
GAMMA Investing LLC77$10.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.74$10.1K<0.01%+113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.71$9.66K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…70$9.57K<0.01%-13,16613F-HRTimelineGroup
Signature Resources Capital Management,…70$9.57K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC68$9.3K<0.01%013F-HRTimeline
Bravera Wealth65$8.89K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC59$8.07K<0.01%013F-HRTimeline
CVA Family Office, LLC56$7.66K<0.01%-2313F-HRTimeline
IMG Wealth Management, Inc.56$7.66K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…54$7.38K<0.01%-3313F-HRTimeline
DUNCKER STREETT & CO INC52$7.11K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.51$6.97K<0.01%013F-HRTimeline
Tidemark, LLC47$6.43K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC44$6.02K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.39$5.33K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC38$5.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT36$4.92K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.36$4.92K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.35$4.84K<0.01%-3513F-HRTimeline
HighMark Wealth Management LLC35$4.73K<0.01%-213F-HRTimeline
Quest 10 Wealth Builders, Inc.33$4.51K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC30$4.1K<0.01%new13F-HRTimeline
WealthShield Partners, LLC29$3.96K<0.01%013F-HRTimeline
Larson Financial Group LLC29$3.96K<0.01%013F-HRTimeline
ATWOOD & PALMER INC28$3.83K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC28$3.83K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC24$3.55K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…22$3.01K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.25$3K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC19$2.6K<0.01%013F-HRTimeline
TRUST CO OF VERMONT10$1.37K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6$821<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC4$547<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2$273<0.01%new13F-HRTimeline
Financial Perspectives, Inc2$273<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$206<0.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC1$137<0.01%013F-HRTimeline
BAYBAN1$137<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$95<0.01%013F-HRTimeline