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Regatta Research & Money Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Regatta Research & Money Management’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 		$2.9M Buy
+14,530
New +$2.6M 2.74% 5

Other funds holding VLUE

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Regatta Research & Money Management's VLUE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 14,530 shares worth $2.9M. The stake represents 2.74% of the portfolio and ranks #5 among its holdings.

494 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Regatta Research & Money Management held 14,530 shares of iShares MSCI USA Value Factor ETF worth $2.9M as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 2.74% of Regatta Research & Money Management's portfolio in Q2 2026, its #5 holding.
  • 494 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.