Comprehensive Financial Planning’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Comprehensive Financial Planning’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	$715K	Buy	3,326 +14	+0.4%	+$3.07K	0.5%	50
2025 Q4	$698K	Sell	3,312 -30	-0.9%	-$6.21K	0.46%	53
2025 Q3	$682K	Buy	3,342 +15	+0.5%	+$2.98K	0.47%	49
2025 Q2	$639K	Sell	3,327 -92	-3%	-$16.7K	0.5%	51
2025 Q1	$629K	Buy	3,419 +16	+0.5%	+$3.01K	0.61%	42
2024 Q4	$626K	Buy	+3,403	New	+$640K	0.53%	43

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

Comprehensive Financial Planning's VLU Position: Q1 2026 in Review

Comprehensive Financial Planning increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 0.42% in Q1 2026, buying an estimated $3.07K and bringing the position to 3,326 shares worth $715K. The position accounts for 0.5% of the portfolio, ranked #50.

Comprehensive Financial Planning first reported a position in VLU in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

Comprehensive Financial Planning held 3,326 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $715K as of Q1 2026.
Comprehensive Financial Planning bought 14 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $3.07K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.5% of Comprehensive Financial Planning's portfolio in Q1 2026, its #50 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.