VSLU — Applied Finance Valuation Lg Cap ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Newman Dignan & Sheerar, Inc. reported a position in Applied Finance Valuation Lg Cap ETF (VSLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.5% (2025 Q4)
Avg. % of fund
3.49%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 704,543 +16,387 +2.4% 6.50% $31.2M $44.26
2025 Q3 REDUCED 688,156 -487 -0.1% 6.34% $29.4M $42.49
2025 Q2 ADDED 688,643 +75,868 +12.4% 6.20% $27.0M $38.97
2024 Q3 ADDED 612,775 +12,948 +2.2% 5.35% $22.3M $35.62
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VSLU price (monthly, adj. close)

Other funds also holding VSLU

As of 2025 Q4 — sorted by position size

Watchman Group, Inc. 3Y 7.06% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.78% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 2.71% Old Port Advisors 3Y 7Y 2.26% Gibraltar Capital Management, Inc. 3Y 7Y 1.55% Crestwood Advisors Group, LLC 3Y 7Y 1.47% Jacobi Capital Management LLC 3Y 7Y 1.32% SAXON INTERESTS, INC. 3Y 0.89% Atlantic Edge Private Wealth Management, LLC 0.88% ATWOOD & PALMER INC 3Y 7Y 0.53%
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