Henderson Brothers Financial Partners’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Henderson Brothers Financial Partners’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	$700K	Sell	2,937 -2,109	-42%	-$490K	0.33%	36
2026 Q1	$1.08M	Buy	+5,046	New	+$1.11M	0.27%	41

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

Henderson Brothers Financial Partners's VLU Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 42% in Q2 2026, selling an estimated $490K and leaving 2,937 shares worth $700K. The position accounts for 0.33% of the portfolio, ranked #36.

Henderson Brothers Financial Partners first reported a position in VLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 118 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Henderson Brothers Financial Partners held 2,937 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $700K as of Q2 2026.
Henderson Brothers Financial Partners sold 2,109 State Street SPDR S&P 1500 Value Tilt ETF shares in Q2 2026, an estimated $490K.
State Street SPDR S&P 1500 Value Tilt ETF made up 0.33% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #36 holding.
Henderson Brothers Financial Partners first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q1 2026 and has held it in 2 quarters since.
Henderson Brothers Financial Partners's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $1.08M in Q1 2026.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.