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Tectonic Advisors’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Tectonic 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 		$1.36M Buy
29,362
+317
+1% +$14.4K 0.07% 157
2026
Q1 		$1.21M Buy
29,045
+2,697
+10% +$118K 0.06% 150
2025
Q4 		$1.17M Buy
26,348
+14,195
+117% +$617K 0.06% 153
2025
Q3 		$519K Buy
+12,153
New +$498K 0.03% 259

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

Tectonic Advisors's VSLU Position: Q2 2026 in Review

Tectonic Advisors increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 1.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 29,362 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #157.

Tectonic Advisors first reported a position in VSLU in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Tectonic Advisors held 29,362 shares of Applied Finance Valuation Large Cap ETF worth $1.36M as of Q2 2026.
  • Tectonic Advisors bought 317 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $14.4K.
  • Applied Finance Valuation Large Cap ETF made up 0.07% of Tectonic Advisors's portfolio in Q2 2026, its #157 holding.
  • Tectonic Advisors first reported a position in Applied Finance Valuation Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.