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

Capital Square’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 Q1	$476K	Buy	+2,079	New	+$456K	0.22%	104

Other funds holding VLU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Capital Square's VLU Position: Q1 2026 in Review

Capital Square opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q1 2026: 2,079 shares worth $476K. The stake represents 0.22% of the portfolio and ranks #104 among its holdings.

104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Capital Square held 2,079 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $476K as of Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Capital Square position in Q1 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.22% of Capital Square's portfolio in Q1 2026, its #104 holding.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.