EverSource Wealth Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

EverSource Wealth 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	$19.7M	Sell	425,032 -75,690	-15%	-$3.45M	0.66%	37
2026 Q1	$20.9M	Buy	500,722 +184,476	+58%	+$8.05M	0.64%	29
2025 Q4	$14M	Buy	316,246 +59,626	+23%	+$2.59M	0.51%	48
2025 Q3	$11M	Buy	256,620 +152,946	+148%	+$6.27M	0.43%	58
2025 Q2	$4.06M	Sell	103,674 -7,494	-7%	-$270K	0.18%	107
2025 Q1	$3.89M	Buy	111,168 +24,585	+28%	+$903K	0.21%	102
2024 Q4	$3.17M	Buy	86,583 +16,673	+24%	+$614K	0.18%	112
2024 Q3	$2.52M	Buy	+69,910	New	+$2.42M	0.16%	120

Other funds holding VSLU

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

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

EverSource Wealth Advisors's VSLU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Applied Finance Valuation Large Cap ETF (VSLU) stake by 15% in Q2 2026, selling an estimated $3.45M and leaving 425,032 shares worth $19.7M. The position accounts for 0.66% of the portfolio, ranked #37.

EverSource Wealth Advisors first reported a position in VSLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.9M in Q1 2026. 27 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

EverSource Wealth Advisors held 425,032 shares of Applied Finance Valuation Large Cap ETF worth $19.7M as of Q2 2026.
EverSource Wealth Advisors sold 75,690 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $3.45M.
Applied Finance Valuation Large Cap ETF made up 0.66% of EverSource Wealth Advisors's portfolio in Q2 2026, its #37 holding.
EverSource Wealth Advisors first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Applied Finance Valuation Large Cap ETF position peaked at $20.9M in Q1 2026.
27 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.