VLU β€” SPDR SP 1500 Value Tilt ETF

Ownership history in USAdvisors Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

USAdvisors Wealth Management, LLC reported SPDR SP 1500 Value Tilt ETF (VLU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.53% in 2025 Q4. The latest visible filing shows VLU at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was USAdvisors Wealth Management, LLC's position in SPDR SP 1500 Value Tilt ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VLU was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How USAdvisors Wealth Management, LLC held VLU β€” position size vs. price
% of Fund (quarterly)    VLU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,035 +1,343 +6.5% 1.53% $4.6M 2026-02-14 (Est.) $222.90
2025 Q3 ADDED 20,692 +2,385 +13.0% 1.46% $4.2M 2025-11-12 $206.17
2025 Q2 ADDED 18,307 +1,032 +6.0% 1.31% $3.5M 2025-07-22 $193.42
2025 Q1 ADDED 17,275 +4,350 +33.7% 1.11% $3.2M 2025-05-06 $175.76
2024 Q4 INITIATED 12,925 β€” β€” 0.77% $2.4M 2025-01-23 $187.34

FAQ About USAdvisors Wealth Management, LLC and VLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has USAdvisors Wealth Management, LLC reported owning VLU?

USAdvisors Wealth Management, LLC reported VLU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VLU position in USAdvisors Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VLU was 1.53% in 2025 Q4.

What is the latest reported VLU position on this page?

The most recent filing on this page is 2025 Q4, when USAdvisors Wealth Management, LLC reported 22,035 shares, equal to 1.53% of portfolio, with an estimated market value of $4.6M.

What does the chart on this VLU ownership page compare?

The chart compares USAdvisors Wealth Management, LLC's quarterly VLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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