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Applied Finance Valuation Large Cap ETF (VSLU) Institutional Ownership

Applied Finance Valuation Large Cap ETF logo
$37.13 +0.31 (+0.84%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Applied Finance Valuation Large Cap ETF (NYSEARCA:VSLU)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$61.58M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$2.11M
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VSLU Institutional Buying and Selling by Quarter

Applied Finance Valuation Large Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.353,694$12.73M0.0%-14.2%9.963%
11/9/2024Trustmark National Bank Trust Department165,719$5.97M0.5%+5.6%4.668%
11/8/2024EverSource Wealth Advisors LLC69,910$2.52M0.2%N/A1.969%
10/30/2024Crestwood Advisors Group LLC1,136,311$40.90M0.8%+11.9%32.009%
8/1/2024Crestwood Advisors Group LLC1,015,781$34.74M0.7%N/A28.614%
7/15/2024Newman Dignan & Sheerar Inc.599,827$20.51M5.3%+14.1%16.897%
4/29/2024Newman Dignan & Sheerar Inc.525,714$17.13M4.6%N/A15.327%
1/8/2024 Capital Market Strategies LLC30,993$921K0.8%+250.3%2.330%
11/8/2023Newman Dignan & Sheerar Inc.446,384$11.97M3.9%+9.2%33.563%
10/18/2023 Capital Market Strategies LLC8,848$234K0.2%N/A0.665%
8/2/2023Newman Dignan & Sheerar Inc.408,701$11.25M3.5%+10.9%30.729%
4/28/2023Newman Dignan & Sheerar Inc.368,453$9.33M3.0%+6.9%50.473%
1/20/2023Newman Dignan & Sheerar Inc.344,812$8.13M2.7%+39.3%49.259%
10/18/2022Newman Dignan & Sheerar Inc.247,453$5.38M0.8%+5.6%47.587%
8/3/2022Newman Dignan & Sheerar Inc.234,316$5.41M1.8%N/A46.863%
1/18/2022Newman Dignan & Sheerar Inc.149,721$4.25M1.3%+52.1%37.430%
10/7/2021Newman Dignan & Sheerar Inc.98,418$2.54M0.7%+168.5%30.282%
(Data available from 1/1/2016 forward)

VSLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VSLU shares?

During the previous two years, the following institutional investors and hedge funds held shares of Applied Finance Valuation Large Cap ETF shares: Crestwood Advisors Group LLC ($40.90M), Newman Dignan & Sheerar Inc. ($20.51M), JPMorgan Chase & Co. ($12.73M), Trustmark National Bank Trust Department ($5.97M), and EverSource Wealth Advisors LLC ($2.52M), Capital Market Strategies LLC ($921K).Learn more on VSLU's institutional investors.

Which institutional investors have been buying Applied Finance Valuation Large Cap ETF stock?

The following institutional investors have purchased Applied Finance Valuation Large Cap ETF stock in the last 24 months: Crestwood Advisors Group LLC ($1.14M), Newman Dignan & Sheerar Inc. ($701.40K), EverSource Wealth Advisors LLC ($69.91K), Capital Market Strategies LLC ($30.99K), and Trustmark National Bank Trust Department ($8.75K).

How much institutional buying is happening at Applied Finance Valuation Large Cap ETF?

Institutional investors have bought a total of 1,947,365 shares in the last 24 months. This purchase volume represents approximately $65.19M in transactions.

Which Applied Finance Valuation Large Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Applied Finance Valuation Large Cap ETF stock in the last 24 months: JPMorgan Chase & Co. ($58.59K).

How much institutional selling is happening at Applied Finance Valuation Large Cap ETF?

Institutional investors have sold a total of 58,587 shares in the last 24 months. This volume of shares sold represents approximately $2.11M in transactions.



This page (NYSEARCA:VSLU) was last updated on 1/21/2025 by MarketBeat.com Staff
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