VLU icon

SPDR S&P 1500 Value Tilt ETF
VLU

189.82 USD
+1.27
0.67%
At close Jan 17, 4:00 PM EST
1 day
0.67%
5 days
4.26%
1 month
0.20%
3 months
1.33%
6 months
5.52%
Year to date
3.35%
1 year
20.78%
5 years
64.66%
10 years
130.64%
0
Funds holding %
of 6,823 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more funds holding

Funds holding: 63 [Q2] → 69 (+6) [Q3]

6% more capital invested

Capital invested by funds: $236M [Q2] → $251M (+$14.4M) [Q3]

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

2.25% less ownership

Funds ownership: 66.99% [Q2] → 64.75% (-2.25%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for VLU.

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Financial journalist opinion

Positive
Seeking Alpha
2 weeks ago
VLU: A Quiet Performer With Solid Value Features
VLU provides cost-effective exposure to small-, mid-, and large-cap stocks and overweights those with favorable valuation ratios. Its twelve-year track record is solid, and its ER is only 0.12%. The approach still provides some exposure to mega-cap growth stocks like Apple and Nvidia, just at much lower allocations. Instead, it redirects that weight towards cheap banking, energy, and telcos. The result is a well-balanced and fundamentally strong portfolio. Its 16.23x forward P/E is competitive with most peers, but the fund may be slightly deficient in quality.
VLU: A Quiet Performer With Solid Value Features
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