Osaic Holdings
VSLU icon

Osaic Holdings’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Osaic Holdings’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 		$28.8K Buy
690
+173
+33% +$7.55K ﹤0.01% 5611
2025
Q4 		$22.9K Sell
517
-546
-51% -$23.8K ﹤0.01% 5793
2025
Q3 		$45.3K Buy
1,063
+371
+54% +$15.2K ﹤0.01% 5375
2025
Q2 		$27.1K Sell
692
-832
-55% -$29.9K ﹤0.01% 5483
2025
Q1 		$53.4K Buy
1,524
+258
+20% +$9.48K ﹤0.01% 4667
2024
Q4 		$46.3K Hold
1,266
– – ﹤0.01% 4765
2024
Q3 		$45.6K Hold
1,266
– – ﹤0.01% 4818
2024
Q2 		$43.3K Buy
1,266
+232
+22% +$7.57K ﹤0.01% 4792
2024
Q1 		$33.7K Buy
+1,034
New +$32.2K ﹤0.01% 5013

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

Osaic Holdings's VSLU Position: Q1 2026 in Review

Osaic Holdings increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 33% in Q1 2026, buying an estimated $7.55K and bringing the position to 690 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5611.

Osaic Holdings first reported a position in VSLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $53.4K in Q1 2025. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • Osaic Holdings held 690 shares of Applied Finance Valuation Large Cap ETF worth $28.8K as of Q1 2026.
  • Osaic Holdings bought 173 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $7.55K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5611 holding.
  • Osaic Holdings first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Osaic Holdings's Applied Finance Valuation Large Cap ETF position peaked at $53.4K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.