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

Oxford Financial Group’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	$13.7K	Hold	57	–	–	﹤0.01%	283
2026 Q1	$12.3K	Hold	57	–	–	﹤0.01%	285
2025 Q4	$12K	Buy	+57	New	+$11.8K	﹤0.01%	273
2024 Q1	–	Sell	-55	Closed	-$8.75K	–	305
2023 Q4	$8.75K	Buy	+55	New	+$8.19K	﹤0.01%	289

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

Oxford Financial Group's VLU Position: Q2 2026 in Review

Oxford Financial Group held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q2 2026 at 57 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Oxford Financial Group first reported a position in VLU in Q4 2023 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

Oxford Financial Group held 57 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $13.7K as of Q2 2026.
Oxford Financial Group left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #283 holding.
Oxford Financial Group first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q4 2023 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.