Institutional shares held 50.5 Million
100 calls
0 puts
Total value of holdings $5.18B
$10K calls
$0 puts
# of Institutions 472


Latest Institutional Activity in VLUE

Top Purchases

Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 184K ($18.9M)
Q1 2025
Cerity Partners LLC Shares Held: 767K ($78.7M)
Q1 2025
Mason Investment Advisory Services, Inc. Shares Held: 4.62M ($473M)
Q1 2025
F Dx Advisors, Inc. Shares Held: 27.6K ($2.83M)
Q1 2025
Cwm, LLC Shares Held: 194K ($19.9M)

Top Sells

Q1 2025
Matson Money. Inc. Shares Held: 2.69M ($275M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.48M ($152M)
Q1 2025
Cfo4 Life Group, LLC Shares Held: 75.7K ($7.76M)
Q1 2025
M&T Bank Corp Shares Held: 556K ($57M)
Q1 2025
Stonehearth Capital Management, LLC Shares Held: 308K ($31.6M)

About VLUE

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