Capital Square
VLU icon

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
Q3 		$636K Buy
2,660
+404
+18% +$98.8K 0.28% 91
2026
Q2 		$544K Buy
2,256
+177
+9% +$41.1K 0.24% 104
2026
Q1 		$476K Buy
+2,079
New +$456K 0.22% 104

Other funds holding VLU

Nadler Financial Group
Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return
SWL
STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Capital Square's VLU Position: Q3 2026 in Review

Capital Square increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 18% in Q3 2026, buying an estimated $98.8K and bringing the position to 2,660 shares worth $636K. The position accounts for 0.28% of the portfolio, ranked #91.

Capital Square first reported a position in VLU in Q1 2026 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Capital Square held 2,660 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $636K as of Q3 2026.
  • Capital Square bought 404 State Street SPDR S&P 1500 Value Tilt ETF shares in Q3 2026, an estimated $98.8K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.28% of Capital Square's portfolio in Q3 2026, its #91 holding.
  • Capital Square first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.