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

Applied Finance Capital 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 Q1	$2.96M	Hold	70,827	–	–	0.22%	64
2025 Q4	$3.13M	Sell	70,827 -801	-1%	-$34.8K	0.22%	62
2025 Q3	$3.04M	Buy	71,628 +241	+0.3%	+$9.88K	0.22%	57
2025 Q2	$2.78M	Buy	+71,387	New	+$2.57M	0.19%	59

Other funds holding VSLU

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Clarion Wealth Managment Partners Fairfax, Virginia $110M AUM 22.97% 1-Year Est. Return