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Steel Grove Capital Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Steel Grove Capital Advisors’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 		$254K Buy
+6,064
New +$265K 0.03% 186

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

Steel Grove Capital Advisors's VSLU Position: Q1 2026 in Review

Steel Grove Capital Advisors opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q1 2026: 6,064 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #186 among its holdings.

45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • Steel Grove Capital Advisors held 6,064 shares of Applied Finance Valuation Large Cap ETF worth $254K as of Q1 2026.
  • Applied Finance Valuation Large Cap ETF was a new Steel Grove Capital Advisors position in Q1 2026.
  • Applied Finance Valuation Large Cap ETF made up 0.03% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #186 holding.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.