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Foundations Investment Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

Foundations Investment 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
Q1 		– Sell
-3,767
Closed -$221K – 934
2024
Q4 		$221K Sell
3,767
-1,824
-33% -$109K ﹤0.01% 774
2024
Q3 		$320K Buy
+5,591
New +$307K 0.01% 618

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Foundations Investment Advisors's VUSE Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Vident US Equity Strategy ETF (VUSE) in Q1 2025, closing a stake of 3,767 shares — an estimated $221K sold.

Foundations Investment Advisors first reported a position in VUSE in Q3 2024 and held it in 2 quarters. The position peaked at $320K in Q3 2024. 27 funds tracked by Wall St. Rank hold VUSE as of Q1 2025.

  • Foundations Investment Advisors reported no remaining Vident US Equity Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,767 Vident US Equity Strategy ETF shares in Q1 2025, an estimated $221K.
  • Foundations Investment Advisors first reported a position in Vident US Equity Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Vident US Equity Strategy ETF position peaked at $320K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.