IWP
VBND icon

Insight Wealth Partners’s Vident US Bond Strategy ETF VBND Stock Holding History

Insight Wealth Partners’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$988K Buy
22,653
+2,253
+11% +$98.3K 0.13% 59
2026
Q1 		$885K Buy
20,400
+541
+3% +$23.8K 0.12% 62
2025
Q4 		$877K Buy
19,859
+8,999
+83% +$398K 0.12% 59
2025
Q3 		$481K Sell
10,860
-396
-4% -$17.3K 0.15% 73
2025
Q2 		$491K Sell
11,256
-44
-0.4% -$1.9K 0.19% 71
2025
Q1 		$494K Sell
11,300
-480
-4% -$20.8K 0.08% 70
2024
Q4 		$506K Sell
11,780
-206
-2% -$9.02K 0.07% 66
2024
Q3 		$538K Buy
11,986
+2,030
+20% +$89.9K 0.11% 66
2024
Q2 		$431K Buy
9,956
+4,369
+78% +$189K 0.07% 66
2024
Q1 		$245K Buy
+5,587
New +$244K 0.04% 79
2022
Q1 		– Sell
-13,062
Closed -$665K – 82
2021
Q4 		$665K Sell
13,062
-5,274
-29% -$271K 0.12% 40
2021
Q3 		$943K Sell
18,336
-31,477
-63% -$1.63M 0.51% 27
2021
Q2 		$2.55M Sell
49,813
-16,645
-25% -$848K 1.36% 17
2021
Q1 		$3.35M Sell
66,458
-6,350
-9% -$325K 1.65% 16
2020
Q4 		$3.78M Sell
72,808
-13,208
-15% -$685K 2.31% 11
2020
Q3 		$4.46M Buy
86,016
+5,419
+7% +$281K 4.26% 4
2020
Q2 		$4.09M Sell
80,597
-5,231
-6% -$261K 4.2% 5
2020
Q1 		$4.14M Buy
85,828
+3,743
+5% +$188K 5.4% 5
2019
Q4 		$4.13M Buy
+82,085
New +$4.16M 4.09% 7

Other funds holding VBND

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Insight Wealth Partners's VBND Position: Q2 2026 in Review

Insight Wealth Partners increased its Vident US Bond Strategy ETF (VBND) stake by 11% in Q2 2026, buying an estimated $98.3K and bringing the position to 22,653 shares worth $988K. The position accounts for 0.13% of the portfolio, ranked #59.

Insight Wealth Partners first reported a position in VBND in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.46M in Q3 2020. 20 funds tracked by Wall St. Rank hold VBND as of Q2 2026.

  • Insight Wealth Partners held 22,653 shares of Vident US Bond Strategy ETF worth $988K as of Q2 2026.
  • Insight Wealth Partners bought 2,253 Vident US Bond Strategy ETF shares in Q2 2026, an estimated $98.3K.
  • Vident US Bond Strategy ETF made up 0.13% of Insight Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Insight Wealth Partners first reported a position in Vident US Bond Strategy ETF in Q4 2019 and has held it in 19 quarters since.
  • Insight Wealth Partners's Vident US Bond Strategy ETF position peaked at $4.46M in Q3 2020.
  • 20 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.