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Value Line shares owned by ValMark Advisers

Quarter-by-quarter ownership of Value Line (VALU) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Value Line

Tip: Access up to 7 years of quarterly data

All positions including Value Line held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Value Line by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 6.5k 40.50
2023-12-31 $268k 5.5k 48.75

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Value Line

Neuberger Berman Group
Dimensional Fund Advisors
Wells Fargo & Company
Royce & Associates
North Star Investment Management
Vanguard Group
SG Americas Securities
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Capital Investment Counsel
ValMark Advisers
Oppenheimer & Co
J. Jeffrey Auxier
Bank of America Corporation
Rhumbline Advisers
New York State Common Retirement Fund

View all funds holding Value Line