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Saxon Interests’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Saxon Interests’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 		$2.57M Buy
61,355
+4,173
+7% +$182K 0.88% 27
2025
Q4 		$2.53M Buy
+57,182
New +$2.49M 0.89% 27

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

Saxon Interests's VSLU Position: Q1 2026 in Review

Saxon Interests increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 7.3% in Q1 2026, buying an estimated $182K and bringing the position to 61,355 shares worth $2.57M. The position accounts for 0.88% of the portfolio, ranked #27.

Saxon Interests first reported a position in VSLU in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • Saxon Interests held 61,355 shares of Applied Finance Valuation Large Cap ETF worth $2.57M as of Q1 2026.
  • Saxon Interests bought 4,173 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $182K.
  • Applied Finance Valuation Large Cap ETF made up 0.88% of Saxon Interests's portfolio in Q1 2026, its #27 holding.
  • Saxon Interests first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.