CSWM
VBND icon

Cassady Schiller Wealth Management’s Vident US Bond Strategy ETF VBND Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$33.6K Hold
782
– – 0.01% 239
2024
Q3 		$35.1K Buy
+782
New +$34.6K 0.01% 229

Other funds holding VBND

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Cassady Schiller Wealth Management's VBND Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vident US Bond Strategy ETF (VBND) position steady in Q4 2024 at 782 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #239.

Cassady Schiller Wealth Management first reported a position in VBND in Q3 2024 and has held it in 2 quarters since. The position peaked at $35.1K in Q3 2024. 17 funds tracked by Wall St. Rank hold VBND as of Q4 2024.

  • Cassady Schiller Wealth Management held 782 shares of Vident US Bond Strategy ETF worth $33.6K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Vident US Bond Strategy ETF share count unchanged in Q4 2024.
  • Vident US Bond Strategy ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #239 holding.
  • Cassady Schiller Wealth Management first reported a position in Vident US Bond Strategy ETF in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Vident US Bond Strategy ETF position peaked at $35.1K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.