Flagship Wealth Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Flagship Wealth Advisors’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 Q2	$296K	Buy	+1,242	New	+$288K	0.07%	123

Other funds holding VLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NFG

Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Flagship Wealth Advisors's VLU Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 1,242 shares worth $296K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings.

118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Flagship Wealth Advisors held 1,242 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $296K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Flagship Wealth Advisors position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.07% of Flagship Wealth Advisors's portfolio in Q2 2026, its #123 holding.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.