VLUE · Insider trading · 13F holders · Congress trades
iShares MSCI USA Value Factor ETF (VLUE)
Who is buying and selling VLUE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 99
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
VLUE at a glance
- No open-market insider purchases or sales of VLUE were filed in the last 90 days.
- 99 13F filers hold VLUE among their 50 largest positions, worth $3.2B combined. The biggest bets by portfolio weight are Mason Investment Advisory Services, Inc. (34.0%), Marks Wealth, LLC (23.4%) and Mullooly Asset Management, Inc. (14.3%). In their latest 13Fs, 3 managers opened a new position and 12 added to one.
- Members of Congress have disclosed 4 VLUE trades since 2018, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
- VLUE last closed at $195.01 on Oct 30, 2026.
VLUE insider trading
No open-market insider purchases or sales of VLUE were filed in the last 90 days.
Who owns VLUE? Hedge funds and superinvestors
99 13F filers hold VLUE among their 50 largest positions, worth $3.2B combined. The biggest bets by portfolio weight are Mason Investment Advisory Services, Inc. (34.0%), Marks Wealth, LLC (23.4%) and Mullooly Asset Management, Inc. (14.3%). In their latest 13Fs, 3 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc.Institutional asset manager | 34.0% | $893.4M | 4,471,056 | -3.7% shares | Q2 2026 |
| Northwestern Mutual Wealth Management CoWealth manager | 0.4% | $659.9M | 3,302,880 | -85.7% shares | Q2 2026 |
| Matson Money. Inc.Asset manager | 10.8% | $386.5M | 1,952,178 | -14.6% shares | Q3 2026 |
| Wharton Business Group, LLCWealth manager | 7.1% | $213.1M | 1,066,732 | -7.5% shares | Q2 2026 |
| Mainstay Capital Management LLC /advHedge fund | 8.7% | $117.6M | 588,750 | +120.4% shares | Q2 2026 |
| Marks Wealth, LLCWealth manager | 23.4% | $108.2M | 541,454 | +77.5% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 4.4% | $91.1M | 460,054 | +7.7% shares | Q3 2026 |
| Prudential PLCInvestment manager | 0.4% | $65.9M | 330,000 | — | Q2 2026 |
| Mullooly Asset Management, Inc.Wealth manager | 14.3% | $46.3M | 231,953 | -4.8% shares | Q2 2026 |
| Meridian Wealth Partners, LLCWealth manager | 4.1% | $34.0M | 170,213 | -8.6% shares | Q2 2026 |
| One Capital Management, LLCWealth manager | 0.9% | $31.4M | 220,580 | +0.0% shares | Q2 2026 |
| Elk River Wealth Management LLCWealth manager | 4.6% | $29.0M | 145,290 | -15.2% shares | Q2 2026 |
| Intrust Bank NaBank & trust | 2.1% | $28.8M | 144,052 | -17.5% shares | Q2 2026 |
| Insight Wealth Strategies, LLCWealth manager | 2.7% | $27.4M | 138,537 | -8.5% shares | Q3 2026 |
| Stonehearth Capital Management, LLCWealth manager | 9.3% | $27.1M | 136,873 | +0.3% shares | Q3 2026 |
| Nan Shan Life Insurance Co., Ltd.Insurance company | 0.8% | $25.8M | 128,980 | — | Q2 2026 |
| AdvisorShares Investments LLCMutual fund manager | 2.7% | $22.1M | 110,611 | — | Q2 2026 |
| SMI Advisory Services, LLCWealth manager | 3.1% | $19.5M | 97,923 | — | Q3 2026 |
| Signaturefd, LLCWealth manager | 0.2% | $16.0M | 80,691 | -0.0% shares | Q3 2026 |
| Systelligence, LLCMutual fund manager | 2.6% | $15.8M | 78,932 | — | Q2 2026 |
| Southern Farm Bureau Life InsuranceInsurance company | 1.4% | $14.9M | 75,305 | New | Q3 2026 |
| TRB Wealth Management, LLCInstitutional asset manager | 1.9% | $14.5M | 72,474 | +0.0% shares | Q2 2026 |
| Basso Capital Management, L.P.Wealth manager | 3.4% | $13.8M | 68,959 | — | Q2 2026 |
| CFO4Life Group, LLCWealth manager | 1.7% | $12.6M | 63,250 | -0.0% shares | Q2 2026 |
| Life Line Wealth Management LLCWealth manager | 4.9% | $10.9M | 76,733 | New | Q1 2026 |
| Cerro Pacific Wealth Advisors LLCWealth manager | 2.3% | $10.6M | 53,510 | -2.6% shares | Q3 2026 |
| Addison Advisors LLCWealth manager | 4.4% | $9.2M | 46,219 | -59.8% shares | Q2 2026 |
| Foster Group, Inc.Wealth manager | 0.2% | $8.8M | 44,636 | -63.4% shares | Q3 2026 |
| Waddell & Associates, LLCInvestment manager | 0.4% | $8.3M | 41,412 | -2.6% shares | Q2 2026 |
| Interchange Capital Partners, LLCWealth manager | 1.3% | $7.8M | 39,583 | +0.5% shares | Q3 2026 |
The 30 largest of 99 positions, by value. Each manager counts with its latest 13F (Q3 2026: 42, Q2 2026: 56, Q1 2026: 1). Screen VLUE in the grand portfolio →
VLUE stock trades by members of Congress
Members of Congress have disclosed 4 VLUE trades since 2018, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Nov 6, 2020 | Joe CourtneyD-CT · House | Buy | $1K–15K | Oct 9, 2020 | +152.3% |
| Sep 25, 2018 | Carlos CurbeloR-FL · House | Sale | $15K–50K | Aug 28, 2018 | +119.8% |
| Sep 25, 2018 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Aug 8, 2018 | +124.1% |
| Aug 2, 2018 | Carlos CurbeloR-FL · House | Buy | $15K–50K | Apr 6, 2018 | +140.5% |
2 members have traded VLUE: Joe Courtney, Carlos Curbelo.
VLUE questions and answers
Are insiders buying VLUE stock?
No open-market insider purchases or sales of VLUE were filed in the last 90 days.
Which hedge funds own VLUE?
99 13F filers hold VLUE among their 50 largest positions, worth $3.2B combined. The biggest bets by portfolio weight are Mason Investment Advisory Services, Inc. (34.0%), Marks Wealth, LLC (23.4%) and Mullooly Asset Management, Inc. (14.3%). In their latest 13Fs, 3 managers opened a new position and 12 added to one.
Has Congress traded VLUE?
Members of Congress have disclosed 4 VLUE trades since 2018, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
Who is the largest holder of VLUE?
Among 13F filers, Mason Investment Advisory Services, Inc. reports the largest VLUE position, $893.4M (4,471,056 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mason Investment Advisory Services, Inc.'s: 34.0% of its portfolio.
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