Wedmont Private Capital’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Wedmont Private Capital’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	$760K	Buy	+3,799	New	+$752K	0.02%	466

Other funds holding VLUE

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital's VLUE Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026: 3,799 shares worth $760K. The stake represents 0.02% of the portfolio and ranks #466 among its holdings.

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

Wedmont Private Capital held 3,799 shares of iShares MSCI USA Value Factor ETF worth $760K as of Q3 2026.
iShares MSCI USA Value Factor ETF was a new Wedmont Private Capital position in Q3 2026.
iShares MSCI USA Value Factor ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #466 holding.
29 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.