VSLU

Applied Finance Valuat ETFETF$47.67 0.31%
UnclassifiedUSCUSIP 26923N405· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
30
-2 QoQ
13F Value (tracked)
$279.3M
13F Moves · latest Q
8 added
3 trimmed
Recent Filings
0

Price & smart-money activity

$47.67 0.31%5Y +83.1%
$20.03$27.45$34.87$42.29$49.7220212022202320242025202632222332354288644583951068322
Hover for who · click for detailEnd-of-day closing prices52w $39.59 – $47.67
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Ask your agent what changed in VSLU

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VSLU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VSLU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

30 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Crestwood Advisors Group, LLC
$118.1M
2.8M
+41%
Added · +825K sh
Q1 2026
2Newman Dignan & Sheerar, Inc.
$33.1M
716K
+1.5%
Added · +10K sh
Q2 2026
3Jacobi Capital Management LLC
$25.8M
616K
+20%
Added · +102K sh
Q1 2026
4EverSource Wealth Advisors, LLC
$20.9M
501K
+58%
Added · +184K sh
Q1 2026
5FULTON BANK, N.A.
$14.9M
356K
+12%
Added · +38K sh
Q1 2026
6JPMORGAN CHASE & CO
$13.6M
334K
+91%
Added · +160K sh
Q1 2026
7ACIMA PRIVATE WEALTH, LLC
$14.5M
313K
+12%
Added · +35K sh
Q2 2026
8ATWOOD & PALMER INC
$8.2M
178K
−13%
Reduced · −26K sh
Q2 2026
9ENVESTNET ASSET MANAGEMENT INC
$5.4M
129K
+0.9%
Added · +1K sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$4.5M
108K
−15%
Reduced · −20K sh
Q1 2026
11Farther Finance Advisors, LLC
$3.8M
90K
+4.0%
Added · +4K sh
Q1 2026
12Advisory Services Network, LLC
$3.2M
77K
−4.6%
Reduced · −4K sh
Q1 2026
13OPPENHEIMER & CO INC
$1.8M
44K
+2.0%
Added · +880 sh
Q1 2026
14LPL Financial LLC
$1.7M
42K
−30%
Reduced · −18K sh
Q1 2026
15Accurate Wealth Management, LLC
$1.7M
35K
+47%
Added · +11K sh
Q2 2026
16Tidal Investments LLC
$1.3M
32K
+112%
Added · +17K sh
Q1 2026
17TECTONIC ADVISORS LLC
$1.4M
29K
+1.1%
Added · +317 sh
Q2 2026
18Quantinno Capital Management LP
$1.2M
28K
+14%
Added · +3K sh
Q1 2026
19UBS Group AG
$838K
20K
−17%
Reduced · −4K sh
Q1 2026
20Confluence Wealth Services, Inc.
$665K
16K
−14%
Reduced · −3K sh
Q1 2026
21InTrack Investment Management Inc
$663K
14K
−16%
Reduced · −3K sh
Q2 2026
22CIBC WORLD MARKET INC.
$515K
12K
Held
Q1 2026
23MGO ONE SEVEN LLC
$392K
9K
+2.8%
Added · +258 sh
Q1 2026
24Plan A Wealth LLC
$367K
8K
−1.9%
Reduced · −158 sh
Q2 2026
25STIFEL FINANCIAL CORP
$329K
8K
−8.0%
Reduced · −684 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
8
funds
Reduced
3
funds
Exited
0
funds

Institutional ownership over time

28 funds+4 since Q3 2024
01530Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $272.1M

Funds that own VSLU also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA12 funds$3.6B
APPLE INCAAPL12 funds$3.3B
VANGUARD S&P 500 ETFVOO12 funds$3.1B
MICROSOFT CORPMSFT12 funds$2.8B
ISHARES CORE S&P 500 ETFIVV12 funds$2.4B
ALPHABET INC-CL AGOOGL12 funds$2.4B
AMAZON.COM INCAMZN12 funds$2.1B
BROADCOM INCAVGO12 funds$1.5B
META PLATFORMS INC-CLASS AMETA12 funds$1.5B
ISHARES CORE MSCI EAFE ETFIEFA12 funds$1.3B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$1.0B
VANGUARD FTSE DEVELOPED ETFVEA12 funds$997.3M

Ranked by how many of VSLU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VSLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.