Who owns VLU
Which tracked institutional funds hold VLU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VLU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VLU is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VLU’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VLU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 111 tracked filers holding VLU, 62 increased or opened the position and 42 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VLU between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- PNC Financial Services Group, Inc.$1M
- Global Retirement Partners, LLC$1M
- HUB Investment Partners, LLC$835K
Full exits 6
- Cambridge Investment Research Advisors, Inc.$24M
- USAdvisors Wealth Management, LLC$5M
- Janney Montgomery Scott LLC$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Independent Advisor Alliance$2M
- Elevation Advisory Partners LLC$509K
Largest adds
- LPL Financial LLC$10M
- Nadler Financial Group, Inc.$5M
- OSAIC HOLDINGS, INC.$4M
- MORGAN STANLEY$4M
- RAYMOND JAMES FINANCIAL INC$3M
- AMERIPRISE FINANCIAL INC$3M
Largest trims
- Roger Wittlin Investment Advisory, LLC$1M
- GREAT VALLEY ADVISOR GROUP, INC.$523K
- Kestra Advisory Services, LLC$503K
- Henderson Brothers Financial Partners, LLC$385K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 425,520 | $101M | 21.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 143,736 | $34M | 7.4% | 2026-Q2 |
| Nadler Financial Group, Inc. added | 131,660 | $31M | 6.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 106,043 | $25M | 5.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 104,466 | $25M | 5.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 103,727 | $25M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 69,572 | $17M | 3.6% | 2026-Q2 |
| MORGAN STANLEY added | 66,710 | $16M | 3.4% | 2026-Q2 |
| Systelligence, LLC added | 61,831 | $15M | 3.2% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 56,553 | $13M | 2.9% | 2026-Q2 |
| MAI Capital Management trimmed | 53,398 | $13M | 2.8% | 2026-Q2 |
| Compass Financial Services Inc added | 48,951 | $12M | 2.5% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 47,453 | $11M | 2.4% | 2026-Q2 |
| Graney & King, LLC added | 37,868 | $9M | 2.0% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 32,485 | $8M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 31,017 | $7M | 1.6% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 29,028 | $7M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 27,943 | $7M | 1.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 24,862 | $6M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 19,494 | $5M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 18,266 | $4M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 17,669 | $4M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 17,377 | $4M | 0.9% | 2026-Q2 |
| Roger Wittlin Investment Advisory, LLC trimmed | 12,976 | $3M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,298 | $3M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 11,260 | $3M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 10,895 | $3M | 0.6% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 9,739 | $2M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,598 | $2M | 0.5% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 9,251 | $2M | 0.5% | 2026-Q2 |
| FORONJY FINANCIAL LLC trimmed | 8,755 | $2M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 8,377 | $2M | 0.4% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT added | 8,173 | $2M | 0.4% | 2026-Q2 |
| World Investment Advisors added | 8,119 | $2M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 8,053 | $2M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 6,417 | $2M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 6,268 | $1M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 6,216 | $1M | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC added | 5,806 | $1M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 5,141 | $1M | 0.3% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 5,028 | $1M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 4,795 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,776 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 4,760 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 4,603 | $1M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 4,248 | $1M | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC trimmed | 4,161 | $991K | 0.2% | 2026-Q2 |
| MOR Wealth Management, LLC | 3,607 | $859K | 0.2% | 2026-Q2 |
| SAXON INTERESTS, INC. trimmed | 3,515 | $837K | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC new | 3,506 | $835K | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 3,501 | $834K | 0.2% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA trimmed | 3,266 | $778K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC | 3,133 | $746K | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 3,108 | $740K | 0.2% | 2026-Q2 |
| Opulen Financial Group LLC added | 2,976 | $709K | 0.2% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 2,937 | $700K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 2,844 | $677K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 2,765 | $659K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 2,267 | $540K | 0.1% | 2026-Q2 |
| Capital Square, LLC added | 2,256 | $544K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,189 | $522K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 2,137 | $509K | 0.1% | 2026-Q2 |
| Keystone Financial Group trimmed | 2,037 | $485K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 1,910 | $455K | 0.1% | 2026-Q2 |
| FMR LLC added | 1,811 | $431K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 1,811 | $431K | 0.1% | 2026-Q2 |
| Compass Planning Associates Inc added | 1,731 | $412K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,720 | $410K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 1,705 | $386K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,696 | $409K | 0.1% | 2026-Q2 |
| Argyle Capital Partners, LLC | 1,563 | $372K | 0.1% | 2026-Q2 |
| Flagship Private Wealth, LLC | 1,454 | $346K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC added | 1,446 | $344K | 0.1% | 2026-Q2 |
| Avant Capital LLC added | 1,431 | $341K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC new | 1,417 | $305K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 1,270 | $303K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,243 | $296K | 0.1% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC new | 1,242 | $296K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 1,200 | $286K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 1,177 | $280K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 1,141 | $272K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,086 | $259K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 1,053 | $251K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 1,022 | $242K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp | 990 | $236K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. new | 990 | $236K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 940 | $224K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 884 | $211K | 0.0% | 2026-Q2 |
| Professional Financial Advisors, LLC trimmed | 870 | $207K | 0.0% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 857 | $204K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 851 | $203K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 650 | $155K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 566 | $135K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 354 | $84K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 300 | $71K | 0.0% | 2026-Q2 |
| UBS Group AG added | 298 | $71K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 210 | $50K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 158 | $38K | 0.0% | 2026-Q2 |
| Planning Strategies Inc. new | 131 | $31K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 130 | $31K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.