SVWG
VLUE icon

Shared Vision Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Shared Vision Wealth Group’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
Q1 		$412K Buy
2,897
+297
+11% +$43.6K 0.17% 71
2025
Q4 		$376K Hold
2,600
– – 0.15% 71
2025
Q3 		$331K Hold
2,600
– – 0.14% 72
2025
Q2 		$294K Sell
2,600
-40
-2% -$4.22K 0.15% 63
2025
Q1 		$282K Hold
2,640
– – 0.15% 65
2024
Q4 		$279K Sell
2,640
-651
-20% -$71.6K 0.15% 63
2024
Q3 		$359K Hold
3,291
– – 0.19% 55
2024
Q2 		$340K Buy
3,291
+1
+0% +$103 0.2% 55
2024
Q1 		$356K Hold
3,290
– – 0.22% 53
2023
Q4 		$333K Buy
+3,290
New +$306K 0.22% 54

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return