Atwood & Palmer’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Atwood & Palmer’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 Q3	$9.03M	Buy	186,115 +7,836	+4%	+$378K	0.46%	52
2026 Q2	$8.24M	Sell	178,279 -26,216	-13%	-$1.19M	0.44%	51
2026 Q1	$8.55M	Sell	204,495 -8,094	-4%	-$353K	0.48%	50
2025 Q4	$9.41M	Buy	212,589 +1,459	+0.7%	+$63.5K	0.53%	49
2025 Q3	$9.01M	Buy	211,130 +2,261	+1%	+$92.7K	0.53%	48
2025 Q2	$8.18M	Buy	208,869 +412	+0.2%	+$14.8K	0.51%	48
2025 Q1	$7.3M	Buy	208,457 +23,638	+13%	+$868K	0.51%	52
2024 Q4	$6.76M	Sell	184,819 -2,219	-1%	-$81.7K	0.46%	52
2024 Q3	$6.73M	Buy	187,038 +122,465	+190%	+$4.24M	0.46%	52
2024 Q2	$2.21M	Buy	64,573 +5,160	+9%	+$168K	0.17%	62
2024 Q1	$1.94M	Buy	59,413 +11,928	+25%	+$371K	0.15%	64
2023 Q4	$1.41M	Buy	47,485 +6,205	+15%	+$173K	0.11%	67
2023 Q3	$1.11M	Buy	+41,280	New	+$1.14M	0.1%	72

Other funds holding VSLU

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IIM

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Atwood & Palmer's VSLU Position: Q3 2026 in Review

Atwood & Palmer increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 4.4% in Q3 2026, buying an estimated $378K and bringing the position to 186,115 shares worth $9.03M. The position accounts for 0.46% of the portfolio, ranked #52.

Atwood & Palmer first reported a position in VSLU in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.41M in Q4 2025. 6 funds tracked by Wall St. Rank hold VSLU as of Q3 2026.

Atwood & Palmer held 186,115 shares of Applied Finance Valuation Large Cap ETF worth $9.03M as of Q3 2026.
Atwood & Palmer bought 7,836 Applied Finance Valuation Large Cap ETF shares in Q3 2026, an estimated $378K.
Applied Finance Valuation Large Cap ETF made up 0.46% of Atwood & Palmer's portfolio in Q3 2026, its #52 holding.
Atwood & Palmer first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2023 and has held it in 13 quarters since.
Atwood & Palmer's Applied Finance Valuation Large Cap ETF position peaked at $9.41M in Q4 2025.
6 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.