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Smith Shellnut Wilson’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Smith Shellnut Wilson’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 		$273K Hold
5,895
– – 0.1% 129
2026
Q1 		$246K Sell
5,895
-500
-8% -$21.8K 0.11% 133
2025
Q4 		$283K Buy
+6,395
New +$278K 0.11% 121

Other funds holding VSLU

Crestwood Advisors Group
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
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
EverSource Wealth Advisors
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 11.21% 1-Year Est. Return

Smith Shellnut Wilson's VSLU Position: Q2 2026 in Review

Smith Shellnut Wilson held its Applied Finance Valuation Large Cap ETF (VSLU) position steady in Q2 2026 at 5,895 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #129.

Smith Shellnut Wilson first reported a position in VSLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Smith Shellnut Wilson held 5,895 shares of Applied Finance Valuation Large Cap ETF worth $273K as of Q2 2026.
  • Smith Shellnut Wilson left its Applied Finance Valuation Large Cap ETF share count unchanged in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up 0.1% of Smith Shellnut Wilson's portfolio in Q2 2026, its #129 holding.
  • Smith Shellnut Wilson first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Smith Shellnut Wilson's Applied Finance Valuation Large Cap ETF position peaked at $283K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.