Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q4 		– Sell
-4,700
Closed -$201K – 3973
2025
Q3 		$201K Buy
+4,700
New +$193K ﹤0.01% 3483

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
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
C
Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Cambridge Investment Research Advisors's VSLU Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q4 2025, closing a stake of 4,700 shares — an estimated $201K sold.

Cambridge Investment Research Advisors first reported a position in VSLU in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 44 funds tracked by Wall St. Rank hold VSLU as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Applied Finance Valuation Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,700 Applied Finance Valuation Large Cap ETF shares in Q4 2025, an estimated $201K.
  • Cambridge Investment Research Advisors first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Applied Finance Valuation Large Cap ETF position peaked at $201K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.