VSLU

Applied Finance Valuation

Latest period2026 - Q1Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 46 superinvestors own shares of Applied Finance Valuation (VSLU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Applied Finance Valuation (VSLU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Applied Finance Valuation (VSLU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Applied Finance Valuation (VSLU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Brigette Houghton@Crestwood Advisors Group, Llc
Recent Activity
Increased 41.24%
1.99%
$118.085M
2.824M shares@ 41.82 avg price
John Wilks@Novare Capital Management Llc
Recent Activity
Decreased -1.45%
2.67%
$33.618M
804,077 shares@ 41.81 avg price
Michelle Spall@Watchman Group, Inc.
Recent Activity
Increased 7.61%
7.28%
$30.064M
719,058 shares@ 41.82 avg price
Richard Cavanagh@Newman Dignan & Sheerar, Inc.
Recent Activity
Increased 0.21%
6.22%
$29.517M
705,983 shares@ 41.82 avg price
Suzanne Kellogg@Jacobi Capital Management Llc
Recent Activity
Increased 19.82%
1.44%
$25.754M
615,985 shares@ 41.82 avg price
Glenn G. Waddell@Eversource Wealth Advisors, Llc
Recent Activity
Increased 58.34%
0.64%
$20.935M
500,722 shares@ 41.81 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 12.01%
0.53%
$14.892M
356,192 shares@ 41.81 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 91.5%
0.01%
$13.588M
334,020 shares@ 40.69 avg price
Gary Gore@Acima Private Wealth, Llc
Recent Activity
Increased 1%
3.66%
$11.632M
278,202 shares@ 41.82 avg price
David W. Young III@Clarion Wealth Managment Partners, Llc
Recent Activity
Increased 54.64%
9.53%
$10.514M
251,482 shares@ 41.81 avg price

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