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Applied Finance Valuation Large Cap ETF (VSLU) Institutional Ownership

Applied Finance Valuation Large Cap ETF logo
$42.28 +0.37 (+0.89%)
As of 10:10 AM Eastern
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Institutional Ownership Changes (13F Filings) for Applied Finance Valuation Large Cap ETF (NYSEARCA:VSLU)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$49.53M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$6.94M
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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
8/13/2025EverSource Wealth Advisors LLC103,674$4.06M0.2%-6.7%1.571%
8/12/2025JPMorgan Chase & Co.159,895$6.26M0.0%-42.0%2.423%
8/5/2025Crestwood Advisors Group LLC1,227,398$48.05M0.9%+1.5%18.668%
7/29/2025Applied Finance Capital Management LLC71,387$2.78M0.2%N/A1.086%
7/24/2025Acima Private Wealth LLC233,264$9.13M3.1%+13.7%3.548%
7/23/2025BankPlus Trust Department20,180$790K0.2%N/A0.307%
7/18/2025Newman Dignan & Sheerar Inc.688,643$26.96M6.2%N/A10.474%
7/16/2025Old Port Advisors5,940$233K0.1%N/A0.090%
5/13/2025EverSource Wealth Advisors LLC111,168$3.89M0.2%+28.4%1.724%
5/9/2025Acima Private Wealth LLC205,118$7.18M2.6%+127.7%3.190%
5/5/2025Crestwood Advisors Group LLC1,209,771$42.37M0.8%+3.0%18.814%
2/12/2025JPMorgan Chase & Co.377,665$13.82M0.0%+6.8%10.638%
2/10/2025EverSource Wealth Advisors LLC86,583$3.17M0.2%+23.8%2.439%
2/5/2025Acima Private Wealth LLC90,069$3.30M1.1%+31.2%2.537%
2/4/2025Crestwood Advisors Group LLC1,174,250$42.97M0.8%+3.3%33.077%
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%
1/8/2024Capital 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%
10/18/2023Capital 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, 10 institutional investors and hedge funds held shares of Applied Finance Valuation Large Cap ETF. The most heavily invested institutionals were Crestwood Advisors Group LLC ($48.05M), Newman Dignan & Sheerar Inc. ($26.96M), Acima Private Wealth LLC ($9.13M), JPMorgan Chase & Co. ($6.26M), Trustmark National Bank Trust Department ($5.97M), EverSource Wealth Advisors LLC ($4.06M), and Applied Finance Capital Management LLC ($2.78M).Learn more on Applied Finance Valuation Large Cap ETF's institutional investors.

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

Of the 10 institutional investors that purchased Applied Finance Valuation Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Newman Dignan & Sheerar Inc. ($1.33M), Crestwood Advisors Group LLC ($1.23M), Acima Private Wealth LLC ($164.63K), EverSource Wealth Advisors LLC ($111.17K), Applied Finance Capital Management LLC ($71.39K), Capital Market Strategies LLC ($30.99K), and JPMorgan Chase & Co. ($23.97K).

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

Institutional investors have bought a total of 1,306,283 shares in the last 24 months. This purchase volume represents approximately $49.53M in transactions.

Which of Applied Finance Valuation Large Cap ETF's 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. ($174.52K), and EverSource Wealth Advisors LLC ($7.49K).

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

Institutional investors have sold a total of 182,014 shares in the last 24 months. This volume of shares sold represents approximately $6.94M in transactions.



This page (NYSEARCA:VSLU) was last updated on 9/10/2025 by MarketBeat.com Staff
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