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

EverSource 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 		$17.9K Sell
248
-17
-6% -$1.18K ﹤0.01% 2517
2026
Q1 		$16.6K Hold
265
– – ﹤0.01% 2621
2025
Q4 		$17.5K Buy
265
+18
+7% +$1.19K ﹤0.01% 2473
2025
Q3 		$16.4K Hold
247
– – ﹤0.01% 2502
2025
Q2 		$15.6K Sell
247
-5
-2% -$293 ﹤0.01% 2484
2025
Q1 		$14.3K Buy
+252
New +$15K ﹤0.01% 1891

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vident US Equity Strategy ETF (VUSE) stake by 6.4% in Q2 2026, selling an estimated $1.18K and leaving 248 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

EverSource Wealth Advisors first reported a position in VUSE in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • EverSource Wealth Advisors held 248 shares of Vident US Equity Strategy ETF worth $17.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 17 Vident US Equity Strategy ETF shares in Q2 2026, an estimated $1.18K.
  • Vident US Equity Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2517 holding.
  • EverSource Wealth Advisors first reported a position in Vident US Equity Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.