Rfg Bristol Wealth Advisors, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $359 Billion
  • Q4 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 42,880 shares of VLU stock, worth $8.79 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
42,880
Previous 33,178 29.24%
Holding current value
$8.79 Million
Previous $6.77 Billion 33.37%
% of portfolio
2.52%
Previous 1.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$198.65 - $208.01 $1.93 Million - $2.02 Million
9,702 Added 29.24%
42,880 $9.03 Billion
Q3 2025

Oct 22, 2025
BUY
$190.8 - $204.83 $1.31 Million - $1.4 Million
6,855 Added 26.04%
33,178 $6.77 Billion
Q2 2025

Aug 05, 2025
BUY
$162.34 - $192.15 $4.08 Million - $4.83 Million
25,123 Added 2093.58%
26,323 $5.06 Billion
Q1 2025

May 08, 2025
BUY
$178.65 - $194.73 $214,380 - $233,676
1,200 New
1,200 $221 Million

Others Institutions Holding VLU

# of Institutions
98
Shares Held
2M
Call Options Held
0
Put Options Held
1K
View Full List

About SPDR S&P 1500 VALUE TILT ETF

VLU Quotes by TradingView
  • Ticker VLU
  • Sector ETFs
  • Industry ETFs
More about VLU
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