Rockefeller Capital Management’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Rockefeller Capital Management’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	$16.9K	Buy	+71	New	+$16.5K	﹤0.01%	3793

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

Rockefeller Capital Management's VLU Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 71 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #3793 among its holdings.

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

Rockefeller Capital Management held 71 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $16.9K as of Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF was a new Rockefeller Capital Management position in Q2 2026.
State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3793 holding.
118 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.