Avant Capital’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Avant Capital’s Portfolio VLU Stock Details VLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$358K	Buy	1,432 +1	+0.1%	+$245	0.21%	61
2026 Q2	$341K	Buy	1,431 +1	+0.1%	+$232	0.21%	64
2026 Q1	$307K	Buy	1,430 +3	+0.2%	+$657	0.22%	61
2025 Q4	$301K	Buy	1,427 +3	+0.2%	+$621	0.21%	62
2025 Q3	$291K	Sell	1,424 -220	-13%	-$43.6K	0.2%	61
2025 Q2	$316K	Buy	1,644 +309	+23%	+$56.2K	0.25%	52
2025 Q1	$245K	Buy	+1,335	New	+$251K	0.2%	55

Other funds holding VLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

StackStone Wealth Dubuque, Iowa $1.01B AUM

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Avant Capital's VLU Position: Q3 2026 in Review

Avant Capital increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.07% in Q3 2026, buying an estimated $245 and bringing the position to 1,432 shares worth $358K. The position accounts for 0.21% of the portfolio, ranked #61.

Avant Capital first reported a position in VLU in Q1 2025 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

Avant Capital held 1,432 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $358K as of Q3 2026.
Avant Capital bought 1 State Street SPDR S&P 1500 Value Tilt ETF share in Q3 2026, an estimated $245.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.21% of Avant Capital's portfolio in Q3 2026, its #61 holding.
Avant Capital first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2025 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Avant Capital's 13F filing for Q3 2026, filed 13 Nov 2026.