WG
VSLU icon

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
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 $5.94B AUM 18.44% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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 $1.79B AUM 17.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $110M AUM 22.97% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return