Atlantic Edge Private Wealth Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Atlantic Edge Private 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 Q1	$3.52M	Buy	84,176 +4,265	+5%	+$186K	0.86%	30
2025 Q4	$3.54M	Buy	79,911 +2,205	+3%	+$95.9K	0.88%	32
2025 Q3	$3.32M	Buy	77,706 +700	+0.9%	+$28.7K	0.85%	31
2025 Q2	$3.01M	Buy	77,006 +8,855	+13%	+$319K	0.83%	32
2025 Q1	$2.39M	Sell	68,151 -400	-0.6%	-$14.7K	0.73%	36
2024 Q4	$2.51M	Buy	68,551 +35	+0.1%	+$1.29K	0.78%	32
2024 Q3	$2.47M	Buy	68,516 +10,615	+18%	+$368K	0.75%	34
2024 Q2	$1.98M	Buy	57,901 +35,471	+158%	+$1.16M	0.66%	37
2024 Q1	$731K	Buy	+22,430	New	+$698K	0.25%	80

Other funds holding VSLU

CAG

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

NCM

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

NDSI

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

JCM

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APW

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

CWMP

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

Atlantic Edge Private Wealth Management's VSLU Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 5.3% in Q1 2026, buying an estimated $186K and bringing the position to 84,176 shares worth $3.52M. The position accounts for 0.86% of the portfolio, ranked #30.

Atlantic Edge Private Wealth Management first reported a position in VSLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2025. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

Atlantic Edge Private Wealth Management held 84,176 shares of Applied Finance Valuation Large Cap ETF worth $3.52M as of Q1 2026.
Atlantic Edge Private Wealth Management bought 4,265 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $186K.
Applied Finance Valuation Large Cap ETF made up 0.86% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #30 holding.
Atlantic Edge Private Wealth Management first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2024 and has held it in 9 quarters since.
Atlantic Edge Private Wealth Management's Applied Finance Valuation Large Cap ETF position peaked at $3.54M in Q4 2025.
45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.