VLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +12.4% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +5 | 1.19M | $282.69M | +5 | — |
| Q1 2026 | 29 | +2 | 1.15M | $246.70M | +4 | −2 |
| Q4 2025 | 27 | -1 | 1.16M | $243.81M | — | −1 |
| Q3 2025 | 5 | +2 | 107.44K | $21.93M | +2 | — |
| Q2 2025 | 1 | — | 1.49K | $286,242 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 58.11K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 58.11K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 35.94K | — | $7.34M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 35.94K | — | $7.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 11.57K | New | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.51K | +1.4% | $308,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 296 | New | $60,420 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.36M | 0.0% |
| BlackRock | $60,420 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 103 holders, 1.99M shares, $394.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.