Insight Wealth Partners
VIDI icon

Insight Wealth Partners’s Vident International Equity Strategy VIDI Stock Holding History

Insight Wealth Partners’s Portfolio VIDI Stock Details VIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$364K Buy
9,197
+23
+0.3% +$916 0.05% 100
2026
Q2 		$358K Buy
9,174
+2,936
+47% +$115K 0.05% 98
2026
Q1 		$225K Buy
6,238
+70
+1% +$2.55K 0.03% 111
2025
Q4 		$208K Sell
6,168
-198
-3% -$6.53K 0.03% 113
2025
Q3 		$204K Buy
+6,366
New +$197K 0.06% 114
2024
Q4 		– Sell
-8,859
Closed -$239K – 102
2024
Q3 		$239K Buy
8,859
+8
+0.1% +$203 0.05% 89
2024
Q2 		$223K Buy
8,851
+252
+3% +$6.37K 0.04% 88
2024
Q1 		$215K Buy
+8,599
New +$209K 0.04% 85
2023
Q2 		– Sell
-9,820
Closed -$224K – 73
2023
Q1 		$224K Sell
9,820
-1,844
-16% -$41.8K 0.05% 59
2022
Q4 		$252K Hold
11,664
– – 0.19% 46
2022
Q3 		$224K Buy
11,664
+480
+4% +$10.5K 0.21% 53
2022
Q2 		$249K Sell
11,184
-4,697
-30% -$116K 0.19% 51
2022
Q1 		$420K Sell
15,881
-18,242
-53% -$480K 0.23% 46
2021
Q4 		$905K Sell
34,123
-16,620
-33% -$445K 0.17% 31
2021
Q3 		$1.35M Sell
50,743
-74,012
-59% -$2.03M 0.72% 21
2021
Q2 		$3.51M Sell
124,755
-48,848
-28% -$1.39M 1.87% 16
2021
Q1 		$4.75M Sell
173,603
-9,880
-5% -$260K 2.34% 12
2020
Q4 		$4.55M Buy
183,483
+3,663
+2% +$83.8K 2.79% 10
2020
Q3 		$3.76M Sell
179,820
-7,760
-4% -$165K 3.59% 10
2020
Q2 		$3.81M Buy
187,580
+12,801
+7% +$245K 3.91% 7
2020
Q1 		$2.98M Buy
174,779
+8,150
+5% +$181K 3.89% 8
2019
Q4 		$4.2M Buy
+166,629
New +$4.07M 4.16% 6

Other funds holding VIDI

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Summit Investment Advisory Services
Summit Investment Advisory Services Roseville, Minnesota $403M AUM 13.36% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Insight Wealth Partners's VIDI Position: Q3 2026 in Review

Insight Wealth Partners increased its Vident International Equity Strategy (VIDI) stake by 0.25% in Q3 2026, buying an estimated $916 and bringing the position to 9,197 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #100.

Insight Wealth Partners first reported a position in VIDI in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.75M in Q1 2021. 17 funds tracked by Wall St. Rank hold VIDI as of Q3 2026.

  • Insight Wealth Partners held 9,197 shares of Vident International Equity Strategy worth $364K as of Q3 2026.
  • Insight Wealth Partners bought 23 Vident International Equity Strategy shares in Q3 2026, an estimated $916.
  • Vident International Equity Strategy made up 0.05% of Insight Wealth Partners's portfolio in Q3 2026, its #100 holding.
  • Insight Wealth Partners first reported a position in Vident International Equity Strategy in Q4 2019 and has held it in 22 quarters since.
  • Insight Wealth Partners's Vident International Equity Strategy position peaked at $4.75M in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Vident International Equity Strategy as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.