SGCA
VSLU icon

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
Q2 		– Sell
-6,064
Closed -$254K – 237
2026
Q1 		$254K Buy
+6,064
New +$265K 0.03% 186

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

Steel Grove Capital Advisors's VSLU Position: Q2 2026 in Review

Steel Grove Capital Advisors sold out of Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026, closing a stake of 6,064 shares — an estimated $254K sold.

Steel Grove Capital Advisors first reported a position in VSLU in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Steel Grove Capital Advisors reported no remaining Applied Finance Valuation Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 6,064 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $254K.
  • Steel Grove Capital Advisors first reported a position in Applied Finance Valuation Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Steel Grove Capital Advisors's Applied Finance Valuation Large Cap ETF position peaked at $254K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.