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VSLU icon

Crestwood Advisors Group’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Crestwood Advisors Group’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 		$118M Buy
2,824,330
+824,524
+41% +$36M 1.99% 7
2025
Q4 		$88.5M Buy
1,999,806
+562,435
+39% +$24.5M 1.47% 14
2025
Q3 		$61.4M Buy
1,437,371
+209,973
+17% +$8.61M 1.04% 28
2025
Q2 		$48.1M Buy
1,227,398
+17,627
+1% +$634K 0.86% 34
2025
Q1 		$42.4M Buy
1,209,771
+35,521
+3% +$1.3M 0.81% 38
2024
Q4 		$43M Buy
1,174,250
+37,939
+3% +$1.4M 0.81% 38
2024
Q3 		$40.9M Buy
1,136,311
+120,530
+12% +$4.18M 0.78% 41
2024
Q2 		$34.7M Buy
+1,015,781
New +$33.2M 0.72% 43

Other funds holding VSLU

NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
WG
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
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
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Crestwood Advisors Group's VSLU Position: Q1 2026 in Review

Crestwood Advisors Group increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 41% in Q1 2026, buying an estimated $36M and bringing the position to 2,824,330 shares worth $118M. The position accounts for 1.99% of the portfolio, ranked #7.

Crestwood Advisors Group first reported a position in VSLU in Q2 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • Crestwood Advisors Group held 2,824,330 shares of Applied Finance Valuation Large Cap ETF worth $118M as of Q1 2026.
  • Crestwood Advisors Group bought 824,524 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $36M.
  • Applied Finance Valuation Large Cap ETF made up 1.99% of Crestwood Advisors Group's portfolio in Q1 2026, its #7 holding.
  • Crestwood Advisors Group first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.