Envestnet Asset Management
VSLU icon

Envestnet Asset Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Envestnet Asset Management’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 		$6.09M Buy
131,747
+2,600
+2% +$118K ﹤0.01% 2322
2026
Q1 		$5.4M Buy
129,147
+1,134
+0.9% +$49.5K ﹤0.01% 2270
2025
Q4 		$5.67M Buy
128,013
+516
+0.4% +$22.4K ﹤0.01% 2093
2025
Q3 		$5.44M Sell
127,497
-11
-0% -$451 ﹤0.01% 2181
2025
Q2 		$4.99M Buy
127,508
+1,178
+0.9% +$42.4K ﹤0.01% 2199
2025
Q1 		$4.42M Buy
126,330
+5,096
+4% +$187K ﹤0.01% 2209
2024
Q4 		$4.44M Buy
121,234
+21,929
+22% +$808K ﹤0.01% 2183
2024
Q3 		$3.57M Buy
99,305
+2,216
+2% +$76.8K ﹤0.01% 2317
2024
Q2 		$3.32M Buy
97,089
+6,288
+7% +$205K ﹤0.01% 2294
2024
Q1 		$2.96M Buy
90,801
+1,661
+2% +$51.7K ﹤0.01% 2330
2023
Q4 		$2.65M Buy
+89,140
New +$2.49M ﹤0.01% 2293

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

Envestnet Asset Management's VSLU Position: Q2 2026 in Review

Envestnet Asset Management increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 2% in Q2 2026, buying an estimated $118K and bringing the position to 131,747 shares worth $6.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Envestnet Asset Management first reported a position in VSLU in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Envestnet Asset Management held 131,747 shares of Applied Finance Valuation Large Cap ETF worth $6.09M as of Q2 2026.
  • Envestnet Asset Management bought 2,600 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $118K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2322 holding.
  • Envestnet Asset Management first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.