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Applied Finance Valuation Large Cap ETF (VSLU) Institutional Ownership

Applied Finance Valuation Large Cap ETF logo
$40.49 +0.10 (+0.25%)
As of 07/25/2025 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)
8
Total
Institutional Inflows
(last 12 months)
$80.79M
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
7/24/2025 Acima Private Wealth LLC233,264$9.13M3.1%+13.7%3.548%
7/23/2025 BankPlus Trust Department20,180$790K0.2%N/A0.307%
7/18/2025 Newman Dignan & Sheerar Inc.688,643$26.96M6.2%N/A10.474%
7/16/2025 Old Port Advisors5,940$233K0.1%N/A0.090%
5/13/2025EverSource Wealth Advisors LLC111,168$3.89M0.2%+28.4%1.724%
5/9/2025 Acima 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%
2/5/2025 Acima 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%
7/15/2024 Newman Dignan & Sheerar Inc.599,827$20.51M5.3%+14.1%16.897%
4/29/2024 Newman 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%
11/8/2023 Newman 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%
8/2/2023 Newman Dignan & Sheerar Inc.408,701$11.25M3.5%+10.9%30.729%
4/28/2023 Newman Dignan & Sheerar Inc.368,453$9.33M3.0%+6.9%50.473%
1/20/2023 Newman Dignan & Sheerar Inc.344,812$8.13M2.7%+39.3%49.259%
10/18/2022 Newman Dignan & Sheerar Inc.247,453$5.38M0.8%+5.6%47.587%
8/3/2022 Newman Dignan & Sheerar Inc.234,316$5.41M1.8%N/A46.863%
1/18/2022 Newman Dignan & Sheerar Inc.149,721$4.25M1.3%+52.1%37.430%
10/7/2021 Newman 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, 9 institutional investors and hedge funds held shares of Applied Finance Valuation Large Cap ETF. The most heavily invested institutionals were Crestwood Advisors Group LLC ($42.37M), Newman Dignan & Sheerar Inc. ($26.96M), JPMorgan Chase & Co. ($13.82M), Acima Private Wealth LLC ($9.13M), Trustmark National Bank Trust Department ($5.97M), EverSource Wealth Advisors LLC ($3.89M), and Capital Market Strategies LLC ($921K).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 9 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. ($1.37M), Crestwood Advisors Group LLC ($1.21M), Acima Private Wealth LLC ($164.63K), EverSource Wealth Advisors LLC ($111.17K), Capital Market Strategies LLC ($30.99K), JPMorgan Chase & Co. ($23.97K), and BankPlus Trust Department ($20.18K).

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

Institutional investors have bought a total of 2,233,050 shares in the last 24 months. This purchase volume represents approximately $80.79M 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. ($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 7/26/2025 by MarketBeat.com Staff
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