EP Wealth Advisors
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EP Wealth Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

EP Wealth Advisors’s Portfolio VUSE Stock Details VUSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Buy
+1,635
New +$113K ﹤0.01% 1636
2025
Q2 		$103K Buy
+1,635
New +$95.9K ﹤0.01% 1381

Other funds holding VUSE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

EP Wealth Advisors's VUSE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vident US Equity Strategy ETF (VUSE) in Q2 2026: 1,635 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1636 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in VUSE as recently as Q2 2025.

EP Wealth Advisors first reported a position in VUSE in Q2 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • EP Wealth Advisors held 1,635 shares of Vident US Equity Strategy ETF worth $118K as of Q2 2026.
  • Vident US Equity Strategy ETF was a new EP Wealth Advisors position in Q2 2026.
  • Vident US Equity Strategy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1636 holding.
  • EP Wealth Advisors first reported a position in Vident US Equity Strategy ETF in Q2 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.