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

Savant Capital’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
2025
Q4 		– Sell
-1,037
Closed -$212K – 1433
2025
Q3 		$212K Buy
+1,037
New +$206K ﹤0.01% 1221

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $231M AUM 11.35% 1-Year Est. Return

Savant Capital's VLU Position: Q4 2025 in Review

Savant Capital sold out of State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q4 2025, closing a stake of 1,037 shares — an estimated $212K sold.

Savant Capital first reported a position in VLU in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 92 funds tracked by Wall St. Rank hold VLU as of Q4 2025.

  • Savant Capital reported no remaining State Street SPDR S&P 1500 Value Tilt ETF position as of Q4 2025 after selling out during the quarter.
  • Savant Capital sold 1,037 State Street SPDR S&P 1500 Value Tilt ETF shares in Q4 2025, an estimated $212K.
  • Savant Capital first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and held it in 1 quarter.
  • Savant Capital's State Street SPDR S&P 1500 Value Tilt ETF position peaked at $212K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.