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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
2026
Q2 		$386K Buy
+1,705
New +$396K ﹤0.01% 1356
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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Savant Capital's VLU Position: Q2 2026 in Review

Savant Capital opened a new position in State Street SPDR S&P 1500 Value Tilt ETF (VLU) in Q2 2026: 1,705 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Savant Capital previously reported a position in VLU as recently as Q3 2025.

Savant Capital first reported a position in VLU in Q3 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold VLU as of Q2 2026.

  • Savant Capital held 1,705 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $386K as of Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF was a new Savant Capital position in Q2 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1356 holding.
  • Savant Capital first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and has held it in 2 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.