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
2025 Q2	$103K	Buy	+1,635	New	+$95.9K	﹤0.01%	1381

Other funds holding VUSE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

EP Wealth Advisors's VUSE Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Vident US Equity Strategy ETF (VUSE) in Q2 2025: 1,635 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

26 funds tracked by Wall St. Rank hold VUSE as of Q2 2025.

EP Wealth Advisors held 1,635 shares of Vident US Equity Strategy ETF worth $103K as of Q2 2025.
Vident US Equity Strategy ETF was a new EP Wealth Advisors position in Q2 2025.
Vident US Equity Strategy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1381 holding.
26 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.