VAQUERO PRIVATE WEALTH, LTD’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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	$224K	Buy	+1,120	New	+$201K	0.05%	137

Other funds holding VLUE

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's VLUE Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,120 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #137 among its holdings.

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

VAQUERO PRIVATE WEALTH, LTD held 1,120 shares of iShares MSCI USA Value Factor ETF worth $224K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.05% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #137 holding.
103 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.