Institute for Wealth Management’s Vident US Bond Strategy ETF VBND Stock Holding History

Institute for Wealth Management’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	$3.71K	Buy	+85	New	+$3.71K	﹤0.01%	1503

Other funds holding VBND

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Institute for Wealth Management's VBND Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vident US Bond Strategy ETF (VBND) in Q2 2026: 85 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings.

11 funds tracked by Wall St. Rank hold VBND as of Q2 2026.

Institute for Wealth Management held 85 shares of Vident US Bond Strategy ETF worth $3.71K as of Q2 2026.
Vident US Bond Strategy ETF was a new Institute for Wealth Management position in Q2 2026.
Vident US Bond Strategy ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1503 holding.
11 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.