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John Overdeck’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

John Overdeck’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
2025
Q1 		– Sell
-15,600
Closed -$571K – 3512
2024
Q4 		$571K Buy
15,600
+9,400
+152% +$346K ﹤0.01% 2476
2024
Q3 		$223K Buy
+6,200
New +$215K ﹤0.01% 2779

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
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

John Overdeck's VSLU Position: Q1 2025 in Review

John Overdeck sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q1 2025, closing a stake of 15,600 shares — an estimated $571K sold.

John Overdeck first reported a position in VSLU in Q3 2024 and held it in 2 quarters. The position peaked at $571K in Q4 2024. 31 funds tracked by Wall St. Rank hold VSLU as of Q1 2025.

  • John Overdeck reported no remaining Applied Finance Valuation Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • John Overdeck sold 15,600 Applied Finance Valuation Large Cap ETF shares in Q1 2025, an estimated $571K.
  • John Overdeck first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2024 and held it in 2 quarters.
  • John Overdeck's Applied Finance Valuation Large Cap ETF position peaked at $571K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2025.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.