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J.P. Marvel Investment Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

J.P. Marvel Investment 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 		$233K Buy
+5,038
New +$229K 0.03% 60

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Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
FB
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EWA
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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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

J.P. Marvel Investment Advisors's VSLU Position: Q2 2026 in Review

J.P. Marvel Investment Advisors opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 5,038 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #60 among its holdings.

27 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • J.P. Marvel Investment Advisors held 5,038 shares of Applied Finance Valuation Large Cap ETF worth $233K as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new J.P. Marvel Investment Advisors position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up 0.03% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • 27 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.