KFP
VSLU icon

Kerr Financial Planning’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Kerr Financial Planning’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 		$6.11K Buy
+132
New +$6.01K 0.01% 416

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
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
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Kerr Financial Planning's VSLU Position: Q2 2026 in Review

Kerr Financial Planning opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 132 shares worth $6.11K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings.

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

  • Kerr Financial Planning held 132 shares of Applied Finance Valuation Large Cap ETF worth $6.11K as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new Kerr Financial Planning position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #416 holding.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.