Applied Finance Valuation Large Cap ETF
VSLU • ARCA
Applied Finance Valuation Large Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 43 institutional investors hold shares in this ETF, with total holdings valued at $277.7M. Crestwood Advisors LLC is the largest holder with a position valued at $61.4M.
Overview
Overview of institutional ownership in VSLU as of Q3 2025
All Institutions
- Institutions
- 43
- Value Held
- $277.7M
- Shares Held
- 6.5M
- Avg Position
- $6.5M
- Median Position
- $1.3M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.3M
- Shares Held
- 31.1K
- Avg Position
- $1.3M
- Median Position
- $1.3M
Biggest Investors
Institutions with the largest positions in VSLU as of Q3 2025
| Institution | Position Value |
|---|---|
 Crestwood Advisors LLC RIA/Wealth | $61.4M 1.04% of portfolio |
 NOVARE CAPITAL MANAGEMENT LLC RIA/Wealth | $34.1M 2.60% of portfolio |
 Newman Dignan & Sheerar, Inc. RIA/Wealth | $29.4M 6.35% of portfolio |
W Watchman Group, Inc. Institution | $27.1M 6.56% of portfolio |
 Jacobi Capital Management LLC RIA/Wealth | $18.5M 1.13% of portfolio |
F FULTON BANK, N.A. Institution | $11.6M 0.85% of portfolio |
E EverSource Wealth Advisors, LLC RIA/Wealth | $11.0M 0.44% of portfolio |
 ACIMA PRIVATE WEALTH, LLC RIA/Wealth | $10.3M 3.21% of portfolio |
 ATWOOD & PALMER INC RIA/Wealth | $9.0M 0.54% of portfolio |
 JPMORGAN CHASE & CO Institution | $7.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VSLU in Q3 2025
- Traded
- +$31.9M
- Buyers
- 28
- Sellers
- 12
- Total Bought
- +$38.3M
- Total Sold
- −$6.4M
- Avg Position
- $5.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Crestwood Advisors LLC RIA/Wealth | +$9.0M +210.0K shares |
 Old Port Advisors RIA/Wealth | +$7.1M +165.4K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | +$6.5M +152.9K shares |
NOVARE CAPITAL MANAGEMENT LLC RIA/Wealth | +$2.8M +64.9K shares |
 Clarion Wealth Managment Partners, LLC RIA/Wealth | +$2.6M +60.9K shares |
C CROBAN Institution | +$1.8M +42.5K shares |
Jacobi Capital Management LLC RIA/Wealth | +$1.7M +40.9K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | +$1.3M +31.1K shares |
W Watchman Group, Inc. Institution | +$867.9K +20.3K shares |
L LPL Financial LLC Institution | +$782.2K +18.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Forefront Analytics, LLC RIA/Wealth | −$3.6M −91.6K shares |
 GOLDMAN SACHS GROUP INC Institution | −$850.5K −21.7K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$498.9K −11.7K shares |
G GTS SECURITIES LLC Institution | −$462.2K −10.8K shares |
 MORGAN STANLEY RIA/Wealth | −$424.2K −10.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$382.7K −9.8K shares |
 UBS Group AG Institution | −$167.1K −3.9K shares |
Newman Dignan & Sheerar, Inc. RIA/Wealth | −$20.8K −487.0 shares |
 InTrack Investment Management Inc RIA/Wealth | −$15.8K −370.0 shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | −$10.2K −240.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VSLU in Q3 2025
- New Positions
- 6
- New Value
- $2.5M
- Exited Positions
- 4
- Exited Value
- $5.2M
New Positions
| Institution | Position Value |
|---|---|
Quantinno Capital Management LP Hedge Fund•Market Neutral | $1.3M 31.1K shares |
T TECTONIC ADVISORS LLC RIA/Wealth | $518.8K 12.2K shares |
 Buckingham Strategic Partners RIA/Wealth | $234.6K 5.4K shares |
 Accurate Wealth Management, LLC RIA/Wealth | $207.0K 4.9K shares |
$200.7K 4.7K shares | |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $51.4K 1.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Forefront Analytics, LLC RIA/Wealth | $3.6M 91.6K shares |
GOLDMAN SACHS GROUP INC Institution | $850.5K 21.7K shares |
MORGAN STANLEY RIA/Wealth | $424.2K 10.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $382.7K 9.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in VSLU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VSLU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
W Watchman Group, Inc. Institution | 6.56% $27.1M |
Newman Dignan & Sheerar, Inc. RIA/Wealth | 6.35% $29.4M |
Clarion Wealth Managment Partners, LLC RIA/Wealth | 4.58% $4.6M |
C CROBAN Institution | 3.82% $5.7M |
ACIMA PRIVATE WEALTH, LLC RIA/Wealth | 3.21% $10.3M |
NOVARE CAPITAL MANAGEMENT LLC RIA/Wealth | 2.60% $34.1M |
O OneAscent Family Office, LLC Institution | 2.16% $2.6M |
Old Port Advisors RIA/Wealth | 1.84% $7.3M |
Jacobi Capital Management LLC RIA/Wealth | 1.13% $18.5M |
Crestwood Advisors LLC RIA/Wealth | 1.04% $61.4M |
Hedge Fund Spotlight
Discover hedge funds investing in VSLU
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
Position in Applied Finance Valuation Large Cap ETF
- Market Value
- $1.3M
- Shares Held
- 31.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
