PS
VSLU icon

Principal Securities’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-40
Closed -$1.71K – 3461
2025
Q3 		$1.71K Hold
40
– – ﹤0.01% 3274
2025
Q2 		$1.57K Hold
40
– – ﹤0.01% 3218
2025
Q1 		$1.46K Hold
40
– – ﹤0.01% 3123
2024
Q4 		$1.46K Hold
40
– – ﹤0.01% 3117
2024
Q3 		$1.44K Hold
40
– – ﹤0.01% 3044
2024
Q2 		$1.37K Buy
+40
New +$1.3K ﹤0.01% 3001

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
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
C
Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Principal Securities's VSLU Position: Q4 2025 in Review

Principal Securities sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q4 2025, closing a stake of 40 shares — an estimated $1.71K sold.

Principal Securities first reported a position in VSLU in Q2 2024 and held it in 6 quarters. The position peaked at $1.71K in Q3 2025. 44 funds tracked by Wall St. Rank hold VSLU as of Q4 2025.

  • Principal Securities reported no remaining Applied Finance Valuation Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 40 Applied Finance Valuation Large Cap ETF shares in Q4 2025, an estimated $1.71K.
  • Principal Securities first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2024 and held it in 6 quarters.
  • Principal Securities's Applied Finance Valuation Large Cap ETF position peaked at $1.71K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.