AWM
VSLU icon

Accurate Wealth Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Accurate Wealth Management’s Portfolio VSLU Stock Details VSLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
34,873
+11,100
+47% +$505K 0.16% 149
2026
Q1 		$1.03M Buy
23,773
+13,558
+133% +$592K 0.12% 186
2025
Q4 		$455K Buy
10,215
+5,338
+109% +$232K 0.06% 321
2025
Q3 		$207K Buy
+4,877
New +$200K 0.03% 475

Other funds holding VSLU

NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Accurate Wealth Management's VSLU Position: Q2 2026 in Review

Accurate Wealth Management increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 47% in Q2 2026, buying an estimated $505K and bringing the position to 34,873 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #149.

Accurate Wealth Management first reported a position in VSLU in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Accurate Wealth Management held 34,873 shares of Applied Finance Valuation Large Cap ETF worth $1.65M as of Q2 2026.
  • Accurate Wealth Management bought 11,100 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $505K.
  • Applied Finance Valuation Large Cap ETF made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Accurate Wealth Management first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.