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

Websterrogers Financial 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 		$5.09M Buy
+110,158
New +$5.02M 1.3% 23

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

Websterrogers Financial Advisors's VSLU Position: Q2 2026 in Review

Websterrogers Financial Advisors opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 110,158 shares worth $5.09M. The stake represents 1.3% of the portfolio and ranks #23 among its holdings.

57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Websterrogers Financial Advisors held 110,158 shares of Applied Finance Valuation Large Cap ETF worth $5.09M as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new Websterrogers Financial Advisors position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up 1.3% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

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