LPL Financial
VSLU icon

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

LPL Financial’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 		$1.74M Sell
41,733
-17,892
-30% -$781K ﹤0.01% 3653
2025
Q4 		$2.64M Buy
59,625
+30,172
+102% +$1.31M ﹤0.01% 3135
2025
Q3 		$1.26M Buy
29,453
+18,323
+165% +$751K ﹤0.01% 3778
2025
Q2 		$436K Buy
11,130
+1,102
+11% +$39.6K ﹤0.01% 4487
2025
Q1 		$351K Buy
10,028
+1,376
+16% +$50.6K ﹤0.01% 4467
2024
Q4 		$317K Sell
8,652
-416
-5% -$15.3K ﹤0.01% 4482
2024
Q3 		$326K Buy
+9,068
New +$314K ﹤0.01% 4359

Other funds holding VSLU

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 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 $1.79B AUM 17.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $110M AUM 22.97% 1-Year Est. Return

LPL Financial's VSLU Position: Q1 2026 in Review

LPL Financial reduced its Applied Finance Valuation Large Cap ETF (VSLU) stake by 30% in Q1 2026, selling an estimated $781K and leaving 41,733 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

LPL Financial first reported a position in VSLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2025. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • LPL Financial held 41,733 shares of Applied Finance Valuation Large Cap ETF worth $1.74M as of Q1 2026.
  • LPL Financial sold 17,892 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $781K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3653 holding.
  • LPL Financial first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • LPL Financial's Applied Finance Valuation Large Cap ETF position peaked at $2.64M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.