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VLUE ISHARES TR

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MSCI USA VALUE (fund)

617 managers (626 13F filers) reported a position in VLUE shares at 2026-06-30, 34,061,345 shares in all. 109 filers opened a position and 37 filers sold out during the quarter.

Managers
617
13F filers
626
New
109
Added
183
Reduced
208
Sold out
37
Shares held by filers
34,061,345

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC24$4.8K<0.01%013F-HRTimeline
Synergy Investment Management, LLC24$4.79K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…22$4.4K<0.01%013F-HRTimeline
NorthAvenue LLC22$4.4K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC19$3.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$3.41K<0.01%-11813F-HRTimeline
Institute for Wealth Management, LLC.12$2.4K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.11$2.2K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division11$2.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT10$2K<0.01%13F-HRTimeline
COUNTRY TRUST BANK9$1.8K<0.01%new13F-HRTimeline
Key Capital Management, INC7$1.4K<0.01%013F-HRTimeline
Citizens National Bank Trust Department6$1.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc2$400<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$303<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1$200<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$138<0.01%013F-HRTimeline