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Tidal Investments’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Tidal Investments’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 		$1.99M Buy
43,126
+10,877
+34% +$495K ﹤0.01% 1357
2026
Q1 		$1.35M Buy
32,249
+17,020
+112% +$743K ﹤0.01% 1306
2025
Q4 		$674K Buy
+15,229
New +$662K ﹤0.01% 1483

Other funds holding VSLU

CAG
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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
EWA
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 17.02% 1-Year Est. Return

Tidal Investments's VSLU Position: Q2 2026 in Review

Tidal Investments increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 34% in Q2 2026, buying an estimated $495K and bringing the position to 43,126 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Tidal Investments first reported a position in VSLU in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Tidal Investments held 43,126 shares of Applied Finance Valuation Large Cap ETF worth $1.99M as of Q2 2026.
  • Tidal Investments bought 10,877 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $495K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1357 holding.
  • Tidal Investments first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.