VLUE Institutional Ownership
Who owns VLUE and what the big funds did with it last quarter, from every SEC 13F filing. 627 funds reported holding VLUE at Jun 30, 2026.
- ▲289 buying vs 241 selling
- ▼Shares held by funds -37.0%
- ▲Funds holding +71
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 627 | 556 | +12.8% |
| In funds' top 10 | 22 | 20 | +10.0% |
| 13F shares | 34.3M | 54.4M | −37.0% |
| Held by funds | – | – | – |
| New positions | 111 | 117 | −5.1% |
| Increased | 178 | 178 | 0.0% |
| Reduced | 203 | 140 | +45.0% |
| Sold out | 38 | 37 | +2.7% |
| Calls (shares) | 8,400 | 0 | – |
| Puts (shares) | 7,900 | 1,300 | +507.7% |
| Put/call ratio | 0.94 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VLUE
All superinvestors →
Who owns VLUE
share of fund held shares- Index and passive funds3.9%
- Active managers and hedge funds75.2%
- Banks and brokers19.7%
- Pensions, insurers and other1.2%
The top 10 holders own 52.6% of all VLUE shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
418 funds changed their position- Marks Wealth, LLCTrimmed−362K sh
- Bank of Nova ScotiaAdded+343K sh
- Matson Money. Inc.Trimmed−334K sh
- Mason Investment Advisory Services, Inc.Trimmed−306K sh
- Bnp Paribas Financial MarketsAdded+299K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mason Investment Advisory Services, Inc. | – | 4.5M | $893M | −174K |
| 2 | Northwestern Mutual Wealth Management Co | – | 3.3M | $660M | −19.7M |
| 3 | Matson Money. Inc. | – | 2.3M | $457M | −170K |
| 4 | Bank of America Corp /de/ | – | 1.5M | $296M | −131K |
| 5 | BlackRock, Inc. | – | 1.3M | $269M | −209K |
| 6 | Mercer Global Advisors Inc /adv | – | 1.1M | $225M | −55K |
| 7 | Wharton Business Group, LLC | – | 1.1M | $213M | −87K |
| 8 | Envestnet Asset Management Inc | – | 1M | $207M | −252K |
| 9 | LPL Financial LLC | – | 981K | $196M | +42K |
| 10 | Morgan Stanley | – | 925K | $185M | −2,109 |
- Two Sigma Investments, LP+348K sh+$69.5M
- Mainstay Capital Management LLC /adv+322K sh+$64.3M
- Marks Wealth, LLC+236K sh+$47.2M
- Marshall Wace, LLP+199K sh+$39.8M
- AlphaCore Capital LLC+141K sh+$28.2M
- GFS Advisors, LLC+131K sh+$26.1M
- Nan Shan Life Insurance Co., Ltd.+129K sh+$25.8M
- AdvisorShares Investments LLC+111K sh+$22.1M
- Northwestern Mutual Wealth Management Co−19.7M sh−$3.9B
- Provida Pension Fund Administrator−531K sh−$75.5M
- Envestnet Asset Management Inc−252K sh−$50.4M
- BlackRock, Inc.−209K sh−$41.8M
- Mason Street Advisors, LLC−288K sh−$41M
- Mason Investment Advisory Services, Inc.−174K sh−$34.7M
- Matson Money. Inc.−170K sh−$33.9M
- Bank of America Corp /de/−131K sh−$26.1M
VLUE institutional ownership FAQ
Who owns the most VLUE stock?
In Q2 2026 13F filings the largest holder of VLUE was Mason Investment Advisory Services, Inc., followed by Northwestern Mutual Wealth Management Co and Matson Money. Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of VLUE is owned by institutions?
627 funds reported holding 34.3M VLUE shares at Jun 30, 2026.
Are hedge funds buying VLUE?
In Q2 2026, 289 funds bought VLUE (111 of them new positions) and 241 sold (38 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for VLUE is bullish.
What is VLUE's institutional put/call ratio?
Funds reported $1.6M of VLUE puts against $1.7M of calls, a put/call ratio of 0.94. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this VLUE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.