APPLIED FINANCE VALUATION LARGE CAP ETF
Institutional coverage
43 13F filers hold $VSLU.
13F holders
43
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 43 · Source: 13F-HR01
O'Shaughnessy Asset Management, LLC
1.99% of portfolio
5,631,528 sh
02
Bath Savings Trust Co
2.66% of portfolio
804,077 sh
03
Probity Advisors, Inc.
1.44% of portfolio
615,985 sh
04
Heritage Financial Services, LLC
3.65% of portfolio
556,404 sh
05
Ackerman Capital Advisors, LLC
0.59% of portfolio
361,580 sh
06
Donald Smith & Co. Inc.
0.53% of portfolio
356,192 sh
07
Asset Planning Corporation
0.41% of portfolio
307,876 sh
08
Golden Reserve Retirement LLC
9.53% of portfolio
251,482 sh
09
Rice Partnership, LLC
2.39% of portfolio
248,497 sh
10
L2 Asset Management, LLC
4.78% of portfolio
243,118 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $VSLU in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $VSLU in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:51 UTC.