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
Q2 		$365K Buy
7,886
+10
+0.1% +$455 ﹤0.01% 3173
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

Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Novare Capital Management
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return
Jacobi Capital Management
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
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
EverSource Wealth Advisors
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
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Stifel Financial's VSLU Position: Q2 2026 in Review

Stifel Financial increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 0.13% in Q2 2026, buying an estimated $455 and bringing the position to 7,886 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Stifel Financial first reported a position in VSLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $379K in Q4 2025. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

  • Stifel Financial held 7,886 shares of Applied Finance Valuation Large Cap ETF worth $365K as of Q2 2026.
  • Stifel Financial bought 10 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $455.
  • Applied Finance Valuation Large Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3173 holding.
  • Stifel Financial first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Stifel Financial's Applied Finance Valuation Large Cap ETF position peaked at $379K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.