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Disclosery

VLU SPDR SERIES TRUST

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ST STR SP1500VT (fund)

91 managers (92 13F filers) reported a position in VLU shares at 2025-09-30, 1,823,992 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
91
13F filers
92
New
10
Added
39
Reduced
29
Sold out
5
Shares held by filers
1,823,992

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC374,929$76.5M0.02%-55,92813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,603$36M0.01%+67,95413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC147,653$30.1M0.01%+14,27113F-HRTimelineGroup
Cambridge Investment Research Advisors,…106,931$21.8M0.06%+8,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC91,226$18.6M<0.01%+13,95813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,042$15.4M0.02%-8,39213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,435$13.6M<0.01%+1,43713F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding64,469$13.2M+803Timeline
MAI Capital Management58,972$12M0.08%+53813F-HRTimeline
Compass Financial Services Inc49,033$10M4.43%-1,39413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC40,400$8.25M3.53%+5,20013F-HRTimeline
Roger Wittlin Investment Advisory, LLC39,252$8.01M4.45%-2,89513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35,943$7.34M<0.01%-65713F-HR/ATimelineGroup
Graney & King, LLC34,647$7.07M4.9%+3,86213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC33,178$6.77M1.96%+6,85513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,056$5.93M<0.01%-4813F-HR/ATimelineGroup
ShoreHaven Wealth Partners, LLC28,949$5.91M2.19%-5913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,343$5.58M<0.01%+5,82713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,137$4.93M<0.01%-1,47713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.23,037$4.7M0.09%+1,94113F-HRTimeline
USAdvisors Wealth Management, LLC20,692$4.22M1.46%+2,38513F-HRTimeline
Janney Montgomery Scott LLC18,241$3.72M0.01%+2,92513F-HRTimeline
MML INVESTORS SERVICES, LLC15,153$3.09M0.01%-52513F-HRTimeline
Cetera Investment Advisers14,820$3.03M<0.01%+9,59913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,578$2.98M<0.01%-5,01413F-HRTimeline
Private Advisor Group, LLC13,055$2.66M0.01%+4,87813F-HRTimeline
Smartleaf Asset Management LLC12,965$2.64M0.16%+4,89313F-HRTimeline
NewEdge Advisors, LLC12,292$2.51M0.01%-40413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,575$2.36M<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,059$2.26M<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP10,162$2.07M0.13%+45613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,416$1.92M0.12%-13113F-HRTimeline
Merit Financial Group, LLC8,617$1.76M0.02%+1813F-HR/ATimeline
World Investment Advisors8,329$1.7M0.03%-613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,309$1.7M0.09%+1,00713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,910$1.41M<0.01%+21513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,684$1.36M0.01%-11413F-HRTimelineGroup
FORONJY FINANCIAL LLC6,399$1.31M0.57%+25713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,026$1.23M<0.01%+28013F-HRTimelineGroup
Waterloo Capital, L.P.6,013$1.23M0.09%+1,33213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,356$1.09M0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,919$1M0.04%+42913F-HRTimeline
Keystone Wealth Services, LLC4,530$925K0.2%-30813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,000$817K0.02%-4,04913F-HRTimelineGroup
SAXON INTERESTS, INC.3,750$755K0.3%-2813F-HRTimeline
Comprehensive Financial Planning, Inc./…3,342$682K0.47%+1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,311$676K<0.01%-78713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,113$635K0.02%+53013F-HRTimelineGroup
Opulen Financial Group LLC2,937$600K0.45%+1313F-HRTimeline
Compass Planning Associates Inc2,896$591K0.54%+1413F-HRTimeline
Global Retirement Partners, LLC2,886$589K0.01%-5913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,778$568K<0.01%+4313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,731$557K<0.01%-2,96213F-HRTimelineGroup
Western Wealth Management, LLC2,714$554K0.03%-40613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,954$399K0.01%+15013F-HRTimelineGroup
Keystone Financial Group1,883$384K0.03%+12313F-HR/ATimeline
HighTower Advisors, LLC1,778$363K<0.01%new13F-HRTimeline
Aspire Capital Advisors LLC1,709$349K0.09%-39413F-HRTimeline
Argyle Capital Partners, LLC1,658$338K0.24%013F-HRTimeline
LANARK FINANCIAL, INC.1,543$315K0.02%+31413F-HRTimeline
FMR LLCin group FMR LLC1,511$308K<0.01%+2113F-HRTimelineGroup
Flagship Private Wealth, LLC1,454$297K0.12%013F-HRTimeline
Avant Capital LLC1,424$291K0.2%-22013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,311$268K<0.01%+213F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,302$266K0.01%-21313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,192$243K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,037$212K<0.01%new13F-HR/ATimelineGroup
Professional Financial Advisors, LLC1,009$206K0.04%new13F-HRTimeline
Pacific Sun Financial Corp990$202K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA666$136K0.01%-36613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.296$60.4K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…275$56.1K<0.01%-6,35313F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC274$56K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV210$42.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…184$37.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…181$36.9K<0.01%+113F-HRTimelineGroup
COMERICA BANK158$32.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$30.6K<0.01%013F-HRTimeline
AE Wealth Management LLC150$30.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust138$28.1K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC114$23.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC108$22K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc107$21.8K<0.01%+713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN102$20.9K<0.01%+10113F-HRTimelineGroup
Geneos Wealth Management Inc.95$19.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC75$15.3K0.01%013F-HR/ATimeline
Allworth Financial LP68$13.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\51$10.4K<0.01%-46113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$7.35K<0.01%-1813F-HRTimelineGroup
TD Waterhouse Canada Inc.6$1.23K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.