Stifel Financial
VSLU icon

Stifel Financial’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Stifel Financial’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
Q1 		$329K Sell
7,876
-684
-8% -$29.9K ﹤0.01% 3124
2025
Q4 		$379K Buy
8,560
+1,985
+30% +$86.3K ﹤0.01% 3010
2025
Q3 		$281K Buy
6,575
+50
+0.8% +$2.05K ﹤0.01% 3156
2025
Q2 		$255K Hold
6,525
– – ﹤0.01% 3132
2025
Q1 		$229K Sell
6,525
-25
-0.4% -$918 ﹤0.01% 3116
2024
Q4 		$240K Sell
6,550
-25
-0.4% -$921 ﹤0.01% 3076
2024
Q3 		$237K Hold
6,575
– – ﹤0.01% 3071
2024
Q2 		$225K Buy
+6,575
New +$215K ﹤0.01% 3051

Other funds holding VSLU

CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
WG
Watchman Group Plano, Texas $413M AUM 16.38% 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 $1.79B AUM 17.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CWMP
Clarion Wealth Managment Partners Fairfax, Virginia $110M AUM 22.97% 1-Year Est. Return

Stifel Financial's VSLU Position: Q1 2026 in Review

Stifel Financial reduced its Applied Finance Valuation Large Cap ETF (VSLU) stake by 8% in Q1 2026, selling an estimated $29.9K and leaving 7,876 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Stifel Financial first reported a position in VSLU in Q2 2024 and has held it in 8 quarters since. The position peaked at $379K in Q4 2025. 45 funds tracked by Wall St. Rank hold VSLU as of Q1 2026.

  • Stifel Financial held 7,876 shares of Applied Finance Valuation Large Cap ETF worth $329K as of Q1 2026.
  • Stifel Financial sold 684 Applied Finance Valuation Large Cap ETF shares in Q1 2026, an estimated $29.9K.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3124 holding.
  • Stifel Financial first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Stifel Financial's Applied Finance Valuation Large Cap ETF position peaked at $379K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.