Janney Montgomery Scott
VLU icon

Janney Montgomery Scott’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Janney Montgomery Scott’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 		$2.27M Sell
10,540
-3,851
-27% -$844K 0.01% 1208
2025
Q4 		$3.03M Sell
14,391
-3,850
-21% -$797K 0.01% 1141
2025
Q3 		$3.72M Buy
18,241
+2,925
+19% +$580K 0.01% 1013
2025
Q2 		$2.94M Buy
15,316
+4,582
+43% +$833K 0.01% 1036
2025
Q1 		$1.97M Buy
10,734
+1,575
+17% +$296K 0.01% 1167
2024
Q4 		$1.69M Sell
9,159
-366
-4% -$68.9K ﹤0.01% 1241
2024
Q3 		$1.76M Buy
+9,525
New +$1.69M ﹤0.01% 1206

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
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

Janney Montgomery Scott's VLU Position: Q1 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 27% in Q1 2026, selling an estimated $844K and leaving 10,540 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #1208.

Janney Montgomery Scott first reported a position in VLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.72M in Q3 2025. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Janney Montgomery Scott held 10,540 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.27M as of Q1 2026.
  • Janney Montgomery Scott sold 3,851 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $844K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1208 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2024 and has held it in 7 quarters since.
  • Janney Montgomery Scott's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $3.72M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.