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VLY · Valley National Bancorp · Held by Funds

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$13.80 -0.05 (-0.36%) At close · Sep 11
S&P 400 member Russell 2000 member Rebalance outlook locked
Market Cap
$7.63B
Shares
552.61M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding VLY

433 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 16,310,942 $238,955,300 0.19%
VANGUARD TOTAL STOCK MARKET INDEX FUND 14,957,228 $219,123,390 0.01%
iShares Russell 2000 ETF 12,564,596 $184,071,331 0.22%
VANGUARD SMALL-CAP INDEX FUND 10,794,741 $158,142,956 0.08%
iShares Select Dividend ETF 10,261,452 $139,247,904 0.61%
VANGUARD SMALL-CAP VALUE INDEX FUND 6,842,748 $100,246,258 0.15%
U.S. SMALL CAP VALUE PORTFOLIO 6,837,746 $92,788,213 0.50%
VANGUARD EXTENDED MARKET INDEX FUND 5,454,736 $79,911,882 0.08%
Avantis U.S. Small Cap Value ETF 5,357,275 $73,769,677 0.27%
Nomura Small Cap Value Fund 4,845,515 $66,722,742 1.92%
Fidelity Small Cap Index Fund 4,805,458 $65,210,065 0.20%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 4,231,173 $61,986,684 1.31%
U.S. Targeted Value Portfolio 4,322,296 $58,653,557 0.37%
State Street SPDR S&P MidCap 400SM ETF Trust 3,666,643 $53,716,320 0.19%
iShares Russell 2000 Value ETF 3,420,297 $50,107,351 0.34%
Nomura Small Cap Core Fund 3,596,304 $49,521,106 0.90%
VOYA LARGE CAP VALUE FUND 3,565,972 $49,103,434 1.98%
Dimensional U.S. Targeted Value ETF 3,195,789 $43,366,857 0.32%
Dimensional US Small Cap Value ETF 2,743,924 $37,235,049 0.50%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 2,412,192 $35,338,613 0.19%
iShares S&P Mid-Cap 400 Value ETF 2,390,739 $35,024,326 0.40%
VANGUARD RUSSELL 2000 INDEX FUND 2,492,422 $34,320,651 0.20%
U.S. SMALL CAP PORTFOLIO 2,523,589 $34,245,103 0.18%
Nomura VIP Small Cap Value Series 2,322,950 $34,031,218 1.81%
Fidelity Extended Market Index Fund 2,470,215 $34,014,861 0.08%
Schwab U.S. Small-Cap ETF 2,304,323 $31,730,528 0.14%
THRIVENT SMALL CAP STOCK FUND 2,247,288 $30,495,698 1.04%
Undiscovered Managers Behavioral Value Fund 1,990,910 $29,166,832 0.32%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,888,708 $25,629,768 0.03%
College Retirement Equities Fund - Total Global Stock Account 1,603,271 $23,487,920 0.02%
Dimensional U.S. Small Cap ETF 1,695,026 $23,001,503 0.16%
Schwab Fundamental U.S. Small Company ETF 1,444,402 $19,889,416 0.22%
Fidelity SAI Small-Mid Cap Momentum Index Fund 1,358,999 $18,441,616 0.43%
Schwab U.S. Mid-Cap ETF 1,292,985 $17,804,403 0.12%
WisdomTree U.S. Midcap Dividend Fund 1,199,296 $17,569,686 0.44%
iShares Russell 2000 Growth ETF 1,178,520 $17,265,318 0.11%
Dimensional U.S. Core Equity 2 ETF 1,205,770 $16,362,299 0.04%
Schwab Small-Cap Index Fund 1,064,164 $14,440,705 0.20%
State Street(R) SPDR(R) S&P(R) Bank ETF 974,820 $14,281,113 0.96%
Master Small Cap Index Series 902,300 $13,218,695 0.22%
Fidelity Total Market Index Fund 893,254 $12,300,108 0.01%
First Eagle Small Cap Opportunity Fund 840,145 $11,400,768 0.51%
Goldman Sachs Small Cap Value Fund 822,910 $11,331,471 1.20%
VANGUARD FINANCIALS INDEX FUND 812,016 $11,181,460 0.08%
THRIVENT SMALL CAP STOCK PORTFOLIO 737,999 $10,811,685 1.06%
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF 732,340 $10,728,781 0.40%
VANGUARD S&P MID-CAP 400 INDEX FUND 763,821 $10,517,815 0.19%
U.S. CORE EQUITY 2 PORTFOLIO 760,272 $10,316,891 0.03%
Fidelity Series Total Market Index Fund 743,273 $10,234,869 0.01%
U.S. MICRO CAP PORTFOLIO 693,653 $9,412,871 0.13%
Showing 1–50 of 433 positions
Key facts CIK 714310 CUSIP 919794107 13F (30d) 185 filings 181 filers Visit website Investor relations