CUSIP 922908611SM CP VAL ETFVBRQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
1,607 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 16.00M | $3.39B | +560.5K | Added |
| 2 | Assetmark, Inc | 4.38M | $927.52M | +113.4K | Added |
| 3 | Morgan Stanley | 3.77M | $799.05M | −58.0K | Reduced |
| 4 | Wells Fargo & Company/Mn | 1.71M | $362.24M |
| Reduced |
| 5 | Aspiriant, LLC | 1.62M | $343.25M | +93.4K | Added |
| 6 | Sei Investments Co | 1.49M | $316.16M | +40.5K | Added |
| 7 | Lpl Financial LLC | 1.44M | $304.71M | +8.6K | Added |
| 8 | Ubs Group AG | 1.39M | $294.63M | −58.0K | Reduced |
| 9 | Envestnet Asset Management Inc | 1.35M | $285.34M | −312.6K | Reduced |
| 10 | Captrust Financial Advisors | 1.24M | $261.78M | +11.5K | Added |
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