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Holistic Planning’s Vident US Equity Strategy ETF VUSE Stock Holding History

Holistic Planning’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
2024
Q1 		– Sell
-7,587
Closed -$388K – 127
2023
Q4 		$388K Buy
+7,587
New +$365K 0.33% 72

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM

Holistic Planning's VUSE Position: Q1 2024 in Review

Holistic Planning sold out of Vident US Equity Strategy ETF (VUSE) in Q1 2024, closing a stake of 7,587 shares — an estimated $388K sold.

Holistic Planning first reported a position in VUSE in Q4 2023 and held it in 1 quarter. The position peaked at $388K in Q4 2023. 23 funds tracked by Wall St. Rank hold VUSE as of Q1 2024.

  • Holistic Planning reported no remaining Vident US Equity Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 7,587 Vident US Equity Strategy ETF shares in Q1 2024, an estimated $388K.
  • Holistic Planning first reported a position in Vident US Equity Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's Vident US Equity Strategy ETF position peaked at $388K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.