UBS Group
VSLU icon

UBS Group’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

UBS Group’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 		$1.06M Buy
22,945
+2,897
+14% +$132K ﹤0.01% 5683
2026
Q1 		$838K Sell
20,048
-4,094
-17% -$179K ﹤0.01% 5690
2025
Q4 		$1.07M Buy
24,142
+3,810
+19% +$166K ﹤0.01% 5505
2025
Q3 		$868K Sell
20,332
-3,914
-16% -$160K ﹤0.01% 5686
2025
Q2 		$949K Sell
24,246
-2,035
-8% -$73.2K ﹤0.01% 5493
2025
Q1 		$920K Buy
26,281
+2,027
+8% +$74.5K ﹤0.01% 5348
2024
Q4 		$887K Sell
24,254
-226,193
-90% -$8.33M ﹤0.01% 5398
2024
Q3 		$9.02M Buy
250,447
+92,917
+59% +$3.22M ﹤0.01% 2467
2024
Q2 		$5.39M Buy
157,530
+37,522
+31% +$1.22M ﹤0.01% 2801
2024
Q1 		$3.91M Buy
120,008
+115,202
+2,397% +$3.58M ﹤0.01% 3236
2023
Q4 		$143K Buy
+4,806
New +$134K ﹤0.01% 5977

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

UBS Group's VSLU Position: Q2 2026 in Review

UBS Group increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 14% in Q2 2026, buying an estimated $132K and bringing the position to 22,945 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #5683.

UBS Group first reported a position in VSLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.02M in Q3 2024. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • UBS Group held 22,945 shares of Applied Finance Valuation Large Cap ETF worth $1.06M as of Q2 2026.
  • UBS Group bought 2,897 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $132K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5683 holding.
  • UBS Group first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • UBS Group's Applied Finance Valuation Large Cap ETF position peaked at $9.02M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.