As of the latest SEC filings, VALLEY NATIONAL BANCORP (VLY) is held by 405 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $194,623,853.44 in market value, representing 0.18% of its portfolio.
Funds holding VALLEY NATIONAL BANCORP (VLY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VLY
- CIK:
- 0000714310
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.18% | $194,623,853.44 | 15,848,848 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $185,141,200.60 | 15,076,645 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.20% | $146,696,646.68 | 11,945,981 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.61% | $139,247,903.64 | 10,261,452 | Apr 30, 2026 | Jun 24, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $133,961,132.36 | 10,908,887 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.50% | $92,788,213.22 | 6,837,746 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.14% | $85,309,012.64 | 6,946,988 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.29% | $68,187,629.25 | 5,407,425 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $65,586,509.88 | 5,340,921 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.20% | $65,210,065.06 | 4,805,458 | Apr 30, 2026 | Jun 26, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.77% | $64,610,046.15 | 5,123,715 | Feb 27, 2026 | Apr 23, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.37% | $58,653,556.72 | 4,322,296 | Apr 30, 2026 | Jun 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.50% | $55,583,283.28 | 4,526,326 | Mar 31, 2026 | May 28, 2026 |
|
UBVVX
Undiscovered Managers Behavioral Value Fund
|
MF | Independent / Boutique | 0.58% | $49,833,590.80 | 4,058,110 | Mar 31, 2026 | May 29, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.85% | $48,326,374.85 | 3,832,385 | Feb 27, 2026 | Apr 23, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.18% | $44,305,576.88 | 3,607,946 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.32% | $43,366,856.73 | 3,195,789 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.31% | $38,744,726.24 | 3,155,108 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.50% | $37,235,048.68 | 2,743,924 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.18% | $34,245,102.73 | 2,523,589 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $31,881,774.73 | 2,528,293 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 1.82% | $31,552,846.00 | 2,569,450 | Mar 31, 2026 | May 28, 2026 |
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.04% | $30,495,698.16 | 2,247,288 | Apr 30, 2026 | Jun 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.20% | $30,313,935.60 | 2,403,960 | Feb 28, 2026 | Apr 28, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.37% | $29,863,363.60 | 2,431,870 | Mar 31, 2026 | May 28, 2026 |
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