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Applied Finance Valuation Large Cap ETF

57 hedge funds and large institutions have $493M invested in Applied Finance Valuation Large Cap ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

24% more funds holding

Funds holding: 4657 (+11)

23% more capital invested

Capital invested by funds: $402M → $493M (+$90.7M)

1.55% less ownership

Funds ownership: 91.9%90.35% (-1.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
57
Holders Change
+11
Holders Change %
+23.91%
% of All Funds
0.69%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
13
Increased
23
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$138M +$7.38M +162,155 +6%
NCM
2
Novare Capital Management
North Carolina
$34.8M -$2.4M -52,659 -7%
WG
3
Watchman Group
Texas
$34.6M +$1.32M +29,007 +4%
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$33.1M +$477K +10,479 +1%
JCM
5
Jacobi Capital Management
Pennsylvania
$31.1M +$2.57M +56,451 +9%
JP Morgan Chase
6
JP Morgan Chase
New York
$24.1M +$8.65M +189,877 +57%
FB
7
Fulton Bank
Pennsylvania
$20.8M +$4.21M +92,522 +26%
EWA
8
EverSource Wealth Advisors
Alabama
$19.7M -$3.45M -75,690 -15%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$19.3M +$19M +416,432 New
APW
10
Acima Private Wealth
Virginia
$14.5M +$1.58M +34,657 +12%
CWMP
11
Clarion Wealth Managment Partners
Virginia
$13.2M +$1.57M +34,488 +14%
OPA
12
Old Port Advisors
Maine
$12.6M +$1.06M +23,198 +9%
C
13
Croban
Ohio
$11.3M +$32.3K +710 +0.3%
FFG
14
Fortem Financial Group
California
$10.1M +$186K +4,076 +2%
GCM
15
Gibraltar Capital Management
Oklahoma
$9.33M +$695K +15,262 +8%
AP
16
Atwood & Palmer
Missouri
$8.24M -$1.19M -26,216 -13%
MML Investors Services
17
MML Investors Services
Massachusetts
$6.11M +$1.12M +24,601 +23%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.09M +$118K +2,600 +2%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$5.52M -$1.57M -34,481 -22%
WFA
20
Websterrogers Financial Advisors
South Carolina
$5.09M +$5.02M +110,158 New
FFA
21
Farther Finance Advisors
California
$4.27M +$104K +2,290 +3%
AEPWM
22
Atlantic Edge Private Wealth Management
Florida
$3.86M -$29.4K -645 -0.8%
ASN
23
Advisory Services Network
Georgia
$3.41M -$155K -3,393 -4%
AFCM
24
Applied Finance Capital Management
Puerto Rico
$3.25M
LPL Financial
25
LPL Financial
California
$2.25M +$315K +6,923 +17%

VSLU Hedge Fund Activity: Q2 2026 in Review

57 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Applied Finance Valuation Large Cap ETF (VSLU) for Q2 2026, worth a combined $493M — up 23% from $402M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VSLU positions and 2 closed out — a net gain of 11 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $19M. The largest seller was EverSource Wealth Advisors, cutting an estimated $3.45M.

  • 57 institutional investors held Applied Finance Valuation Large Cap ETF (VSLU) as of Q2 2026, up from 46 in Q1 2026.
  • Funds reported $493M of Applied Finance Valuation Large Cap ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 13 funds opened new Applied Finance Valuation Large Cap ETF positions in Q2 2026 and 2 closed out, a net change of +11 holders.
  • The largest Applied Finance Valuation Large Cap ETF buyer in Q2 2026 was Thrivent Financial for Lutherans, an estimated $19M added.
  • The largest Applied Finance Valuation Large Cap ETF seller in Q2 2026 was EverSource Wealth Advisors, an estimated $3.45M sold.

Based on aggregated 13F filings for Q2 2026.