PF
VSLU icon

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

PlanVest 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
Q2 		$1.16K Hold
25
– – ﹤0.01% 536
2026
Q1 		$1.04K Buy
+25
New +$1.09K ﹤0.01% 515

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

PlanVest Financial's VSLU Position: Q2 2026 in Review

PlanVest Financial held its Applied Finance Valuation Large Cap ETF (VSLU) position steady in Q2 2026 at 25 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

PlanVest Financial first reported a position in VSLU in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • PlanVest Financial held 25 shares of Applied Finance Valuation Large Cap ETF worth $1.16K as of Q2 2026.
  • PlanVest Financial left its Applied Finance Valuation Large Cap ETF share count unchanged in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #536 holding.
  • PlanVest Financial first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.