Bank of Ann Arbor’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bank of Ann Arbor’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 Q3	$159K	Buy	+802	New	+$159K	0.02%	222

Other funds holding VLUE

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Ann Arbor's VLUE Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026: 802 shares worth $159K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

542 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

Bank of Ann Arbor held 802 shares of iShares MSCI USA Value Factor ETF worth $159K as of Q3 2026.
iShares MSCI USA Value Factor ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares MSCI USA Value Factor ETF made up 0.02% of Bank of Ann Arbor's portfolio in Q3 2026, its #222 holding.
542 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.