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
Q3 		$144K Buy
2,973
+2,283
+331% +$110K ﹤0.01% 4698
2026
Q2 		$31.9K Hold
690
– – ﹤0.01% 5806
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

Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
Novare Capital Management
Novare Capital Management Charlotte, North Carolina $1.42B AUM 19.58% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Osaic Holdings's VSLU Position: Q3 2026 in Review

Osaic Holdings increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 331% in Q3 2026, buying an estimated $110K and bringing the position to 2,973 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #4698.

Osaic Holdings first reported a position in VSLU in Q1 2024 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold VSLU as of Q3 2026.

  • Osaic Holdings held 2,973 shares of Applied Finance Valuation Large Cap ETF worth $144K as of Q3 2026.
  • Osaic Holdings bought 2,283 Applied Finance Valuation Large Cap ETF shares in Q3 2026, an estimated $110K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #4698 holding.
  • Osaic Holdings first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 50 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.