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 | +$651,635 | $25.64 | 5 |
| 2025 Q3 | 4,765,580 | $121,386,669 | +$3,601,067 | $25.47 | 42 |
| 2025 Q2 | 4,619,519 | $117,871,577 | -$9,107,597 | $25.52 | 48 |
| 2025 Q1 | 5,054,326 | $128,668,012 | +$24,569,391 | $25.46 | 41 |
| 2024 Q4 | 4,325,785 | $109,990,150 | -$560,348 | $25.40 | 34 |
| 2024 Q3 | 4,293,635 | $110,048,875 | +$54,644,896 | $25.63 | 30 |
| 2024 Q2 | 2,163,417 | $54,825,772 | +$17,089,234 | $25.34 | 23 |
| 2024 Q1 | 1,489,537 | $37,650,130 | +$37,650,130 | $25.28 | 14 |