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Sax Wealth Advisors’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Sax Wealth Advisors’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
Q3 		$339K Hold
1,417
– – 0.01% 547
2026
Q2 		$305K Buy
+1,417
New +$329K 0.01% 444

Other funds holding VLU

RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Sax Wealth Advisors's VLU Position: Q3 2026 in Review

Sax Wealth Advisors held its State Street SPDR S&P 1500 Value Tilt ETF (VLU) position steady in Q3 2026 at 1,417 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #547.

Sax Wealth Advisors first reported a position in VLU in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold VLU as of Q3 2026.

  • Sax Wealth Advisors held 1,417 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $339K as of Q3 2026.
  • Sax Wealth Advisors left its State Street SPDR S&P 1500 Value Tilt ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P 1500 Value Tilt ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #547 holding.
  • Sax Wealth Advisors first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.