Morgan Stanley
VSLU icon

Morgan Stanley’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Morgan Stanley’s Portfolio VSLU Stock Details VSLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
+6,161
New +$281K ﹤0.01% 5800
2025
Q3 		– Sell
-10,834
Closed -$424K – 8390
2025
Q2 		$424K Buy
+10,834
New +$390K ﹤0.01% 5540

Other funds holding VSLU

CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Morgan Stanley's VSLU Position: Q2 2026 in Review

Morgan Stanley opened a new position in Applied Finance Valuation Large Cap ETF (VSLU) in Q2 2026: 6,161 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #5800 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in VSLU as recently as Q2 2025.

Morgan Stanley first reported a position in VSLU in Q2 2025 and has held it in 2 quarters since. The position peaked at $424K in Q2 2025. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Morgan Stanley held 6,161 shares of Applied Finance Valuation Large Cap ETF worth $285K as of Q2 2026.
  • Applied Finance Valuation Large Cap ETF was a new Morgan Stanley position in Q2 2026.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5800 holding.
  • Morgan Stanley first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • Morgan Stanley's Applied Finance Valuation Large Cap ETF position peaked at $424K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.