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Applied Finance Valuation Large Cap ETF

44 hedge funds and large institutions have $354M invested in Applied Finance Valuation Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

28% more capital invested

Capital invested by funds: $278M → $354M (+$76.4M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4344 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.39% less ownership

Funds ownership: 91.31%90.92% (-0.39%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
7
Increased
28
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$88.5M +$24.5M +562,435 +39%
NCM
2
Novare Capital Management
North Carolina
$36.1M +$748K +17,202 +2%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$31.2M +$713K +16,387 +2%
WG
4
Watchman Group
Texas
$29.6M +$1.44M +33,080 +5%
JCM
5
Jacobi Capital Management
Pennsylvania
$22.8M +$3.54M +81,333 +19%
FB
6
Fulton Bank
Pennsylvania
$14.1M +$1.98M +45,573 +17%
EWA
7
EverSource Wealth Advisors
Alabama
$14M +$2.59M +59,626 +23%
APW
8
Acima Private Wealth
Virginia
$12.2M +$1.52M +35,018 +15%
C
9
Croban
Ohio
$10.1M +$4.07M +93,671 +70%
AP
10
Atwood & Palmer
Missouri
$9.41M +$63.5K +1,459 +0.7%
OPA
11
Old Port Advisors
Maine
$9.21M +$1.59M +36,606 +21%
GCM
12
Gibraltar Capital Management
Oklahoma
$9.13M +$7.44M +170,996 +483%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.72M +$95.3K +2,190 +1%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$7.24M +$301K +6,913 +4%
CWMP
15
Clarion Wealth Managment Partners
Virginia
$7.2M +$2.35M +53,960 +50%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.67M +$22.4K +516 +0.4%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.63M +$602K +13,847 +12%
FFA
18
Farther Finance Advisors
California
$3.83M +$3.76M +86,521 New
ASN
19
Advisory Services Network
Georgia
$3.58M +$105K +2,404 +3%
AEPWM
20
Atlantic Edge Private Wealth Management
Florida
$3.54M +$95.9K +2,205 +3%
AFCM
21
Applied Finance Capital Management
Puerto Rico
$3.13M -$34.8K -801 -1%
OFO
22
OneAscent Family Office
Alabama
$2.7M +$12.2K +280 +0.5%
LPL Financial
23
LPL Financial
California
$2.64M +$1.31M +30,172 +102%
SI
24
Saxon Interests
Texas
$2.53M +$2.49M +57,182 New
OC
25
Oppenheimer & Co
New York
$1.9M +$1.87M +42,897 New

VSLU Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q4 2025, worth a combined $354M — up 28% from $278M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VSLU positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Crestwood Advisors Group, adding an estimated $24.5M. The largest seller was Quantinno Capital Management, cutting an estimated $291K.

  • 44 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $354M of Applied Finance Valuation Large Cap ETF stock for Q4 2025, up 28% quarter-over-quarter.
  • 7 funds opened new Applied Finance Valuation Large Cap ETF positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest Applied Finance Valuation Large Cap ETF buyer in Q4 2025 was Crestwood Advisors Group, an estimated $24.5M added.
  • The largest Applied Finance Valuation Large Cap ETF seller in Q4 2025 was Quantinno Capital Management, an estimated $291K sold.

Based on aggregated 13F filings for Q4 2025.