AA
VLUE icon

Ancora Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Ancora Advisors’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29K Hold
145
– – ﹤0.01% 1216
2026
Q1 		$20.6K Buy
145
+1
+0.7% +$147 ﹤0.01% 1533
2025
Q4 		$19.7K Buy
144
+1
+0.7% +$131 ﹤0.01% 1566
2025
Q3 		$17.9K Buy
143
+1
+0.7% +$118 ﹤0.01% 1264
2025
Q2 		$16.1K Sell
142
-3
-2% -$316 ﹤0.01% 1273
2025
Q1 		$15.5K Hold
145
– – ﹤0.01% 1241
2024
Q4 		$15.4K Sell
145
-46
-24% -$5.06K ﹤0.01% 1263
2024
Q3 		$20.9K Buy
191
+1
+0.5% +$106 ﹤0.01% 1191
2024
Q2 		$19.7K Sell
190
-24
-11% -$2.48K ﹤0.01% 1164
2024
Q1 		$23.1K Sell
214
-18
-8% -$1.84K ﹤0.01% 1159
2023
Q4 		$23.4K Buy
232
+15
+7% +$1.4K ﹤0.01% 1136
2023
Q3 		$19.7K Hold
217
– – ﹤0.01% 1145
2023
Q2 		$20.3K Sell
217
-110
-34% -$10K ﹤0.01% 1132
2023
Q1 		$30.3K Sell
327
-152
-32% -$14.3K ﹤0.01% 1028
2022
Q4 		$44K Sell
479
-102
-18% -$9.34K ﹤0.01% 997
2022
Q3 		$48K Sell
581
-267
-31% -$24.8K ﹤0.01% 1104
2022
Q2 		$77K Sell
848
-1,195
-58% -$118K ﹤0.01% 1049
2022
Q1 		$214K Sell
2,043
-1,449
-41% -$155K 0.01% 777
2021
Q4 		$382K Buy
3,492
+619
+22% +$65.1K 0.01% 618
2021
Q3 		$289K Buy
2,873
+438
+18% +$45.5K 0.01% 687
2021
Q2 		$256K Buy
2,435
+32
+1% +$3.38K 0.01% 702
2021
Q1 		$246K Buy
2,403
+154
+7% +$14.8K 0.01% 679
2020
Q4 		$195K Buy
2,249
+209
+10% +$17K 0.01% 633
2020
Q3 		$151K Buy
+2,040
New +$152K 0.01% 649

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Advisors's VLUE Position: Q2 2026 in Review

Ancora Advisors held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 145 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Ancora Advisors first reported a position in VLUE in Q3 2020 and has held it in 24 quarters since. The position peaked at $382K in Q4 2021. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Ancora Advisors held 145 shares of iShares MSCI USA Value Factor ETF worth $29K as of Q2 2026.
  • Ancora Advisors left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1216 holding.
  • Ancora Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • Ancora Advisors's iShares MSCI USA Value Factor ETF position peaked at $382K in Q4 2021.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.