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O'Shaughnessy Asset Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

O'Shaughnessy Asset Management’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 		$208K Buy
+4,498
New +$205K ﹤0.01% 2011

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

O'Shaughnessy Asset Management's VSLU Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 4,498 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2011 among its holdings.

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

  • O'Shaughnessy Asset Management held 4,498 shares of Applied Finance Valuation Large Cap ETF worth $208K as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2011 holding.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.