Ken Fisher
VSLU icon

Ken Fisher’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Ken Fisher’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
2024
Q1 		– Sell
-6,894
Closed -$205K – 1053
2023
Q4 		$205K Buy
+6,894
New +$192K ﹤0.01% 952

Other funds holding VSLU

NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CMS
Capital Market Strategies Palm Beach Gardens, Florida $144M AUM 23.32% 1-Year Est. Return

Ken Fisher's VSLU Position: Q1 2024 in Review

Ken Fisher sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q1 2024, closing a stake of 6,894 shares — an estimated $205K sold.

Ken Fisher first reported a position in VSLU in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 23 funds tracked by Wall St. Rank hold VSLU as of Q1 2024.

  • Ken Fisher reported no remaining Applied Finance Valuation Large Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 6,894 Applied Finance Valuation Large Cap ETF shares in Q1 2024, an estimated $205K.
  • Ken Fisher first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's Applied Finance Valuation Large Cap ETF position peaked at $205K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.