Jeff Yass’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Jeff Yass’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	–	Sell	-8,323	Closed	-$368K	–	14198
2025 Q4	$368K	Buy	+8,323	New	+$362K	﹤0.01%	9471
2025 Q1	–	Sell	-17,652	Closed	-$646K	–	13549
2024 Q4	$646K	Buy	17,652 +11,465	+185%	+$422K	﹤0.01%	8051
2024 Q3	$223K	Sell	6,187 -7,518	-55%	-$260K	﹤0.01%	10246
2024 Q2	$469K	Buy	13,705 +1,136	+9%	+$37.1K	﹤0.01%	8420
2024 Q1	$410K	Buy	12,569 +5,477	+77%	+$170K	﹤0.01%	8978
2023 Q4	$211K	Buy	+7,092	New	+$198K	﹤0.01%	10573
2023 Q2	–	Sell	-10,938	Closed	-$277K	–	13243
2023 Q1	$277K	Buy	+10,938	New	+$268K	﹤0.01%	9894

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

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $124M AUM 26.23% 1-Year Est. Return

Jeff Yass's VSLU Position: Q1 2026 in Review

Jeff Yass sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q1 2026, closing a stake of 8,323 shares — an estimated $368K sold.

Jeff Yass first reported a position in VSLU in Q1 2023 and held it in 7 quarters. The position peaked at $646K in Q4 2024. 46 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

Jeff Yass reported no remaining Applied Finance Valuation Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 8,323 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $368K.
Jeff Yass first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2023 and held it in 7 quarters.
Jeff Yass's Applied Finance Valuation Large Cap ETF position peaked at $646K in Q4 2024.
46 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.