As of 30 Sep 2025, 42 institutional investors reported holding 4,765,580 shares of VALUED ADVISERS TR - REGAN FLTG RATE (MBSF).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,800,615 | $46,176,421 | +$651,634 | $25.64 | 5 |
| 2025 Q3 | 4,765,580 | $121,386,669 | +$3,601,065 | $25.47 | 42 |
| 2025 Q2 | 4,619,519 | $117,871,577 | -$9,107,587 | $25.52 | 48 |
| 2025 Q1 | 5,054,326 | $128,668,012 | +$24,569,396 | $25.46 | 41 |
| 2024 Q4 | 4,208,383 | $107,008,129 | +$3,882,955 | $25.40 | 33 |
| 2024 Q3 | 4,001,300 | $102,556,349 | +$47,728,102 | $25.63 | 29 |
| 2024 Q2 | 2,140,953 | $54,256,642 | +$16,520,103 | $25.34 | 22 |
| 2024 Q1 | 1,489,537 | $37,650,130 | +$37,650,130 | $25.28 | 14 |