CWMP
VSLU icon

Clarion Wealth Managment Partners’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Clarion Wealth Managment Partners’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 		$13.2M Buy
285,970
+34,488
+14% +$1.57M 10.68% 2
2026
Q1 		$10.5M Buy
251,482
+88,856
+55% +$3.88M 9.53% 2
2025
Q4 		$7.2M Buy
162,626
+53,960
+50% +$2.35M 6.66% 3
2025
Q3 		$4.64M Buy
108,666
+60,879
+127% +$2.5M 4.58% 5
2025
Q2 		$1.87M Buy
+47,787
New +$1.72M 2.05% 10

Other funds holding VSLU

CAG
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
EWA
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 17.02% 1-Year Est. Return

Clarion Wealth Managment Partners's VSLU Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 14% in Q2 2026, buying an estimated $1.57M and bringing the position to 285,970 shares worth $13.2M. The position accounts for 10.68% of the portfolio, ranked #2.

Clarion Wealth Managment Partners first reported a position in VSLU in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Clarion Wealth Managment Partners held 285,970 shares of Applied Finance Valuation Large Cap ETF worth $13.2M as of Q2 2026.
  • Clarion Wealth Managment Partners bought 34,488 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $1.57M.
  • Applied Finance Valuation Large Cap ETF made up 10.68% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #2 holding.
  • Clarion Wealth Managment Partners first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.