Cambridge Investment Research Advisors
VSLU icon

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
2026
Q2 		$201K Buy
+4,350
New +$198K ﹤0.01% 3834
2025
Q4 		– Sell
-4,700
Closed -$201K – 3973
2025
Q3 		$201K Buy
+4,700
New +$193K ﹤0.01% 3483

Other funds holding VSLU

Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 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 $2.04B AUM 26.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Cambridge Investment Research Advisors's VSLU Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 4,350 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3834 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in VSLU as recently as Q3 2025.

Cambridge Investment Research Advisors first reported a position in VSLU in Q3 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Cambridge Investment Research Advisors held 4,350 shares of Applied Finance Valuation Large Cap ETF worth $201K as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3834 holding.
  • Cambridge Investment Research Advisors first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.