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

Watchman 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	$34.6M	Buy	748,065 +29,007	+4%	+$1.32M	7.73%	4
2026 Q1	$30.1M	Buy	719,058 +50,795	+8%	+$2.22M	7.28%	3
2025 Q4	$29.6M	Buy	668,263 +33,080	+5%	+$1.44M	7.06%	3
2025 Q3	$27.1M	Buy	635,183 +20,330	+3%	+$833K	6.56%	4
2025 Q2	$24.1M	Buy	614,853 +28,900	+5%	+$1.04M	6.28%	5
2025 Q1	$20.5M	Buy	585,953 +4,456	+0.8%	+$164K	5.75%	5
2024 Q4	$21.3M	Buy	581,497 +69,397	+14%	+$2.56M	5.59%	6
2024 Q3	$18.4M	Buy	+512,100	New	+$17.7M	4.81%	6
2024 Q2	–	Sell	-196,093	Closed	-$6.39M	–	88
2024 Q1	$6.39M	Buy	196,093 +84,467	+76%	+$2.63M	1.93%	11
2023 Q4	$3.32M	Buy	+111,626	New	+$3.12M	1.09%	40

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 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

CWMP

Clarion Wealth Managment Partners Fairfax, Virginia $124M AUM 26.23% 1-Year Est. Return

Watchman Group's VSLU Position: Q2 2026 in Review

Watchman Group increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 4% in Q2 2026, buying an estimated $1.32M and bringing the position to 748,065 shares worth $34.6M. The position accounts for 7.73% of the portfolio, ranked #4.

Watchman Group first reported a position in VSLU in Q4 2023 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

Watchman Group held 748,065 shares of Applied Finance Valuation Large Cap ETF worth $34.6M as of Q2 2026.
Watchman Group bought 29,007 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $1.32M.
Applied Finance Valuation Large Cap ETF made up 7.73% of Watchman Group's portfolio in Q2 2026, its #4 holding.
Watchman Group first reported a position in Applied Finance Valuation Large Cap ETF in Q4 2023 and has held it in 10 quarters since.
57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.