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Larson Financial Group’s Vident US Bond Strategy ETF VBND Stock Holding History

Larson Financial Group’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
2024
Q3 		– Sell
-28
Closed -$1.21K – 2770
2024
Q2 		$1.21K Buy
+28
New +$1.21K ﹤0.01% 1672

Other funds holding VBND

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Jane Street
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IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's VBND Position: Q3 2024 in Review

Larson Financial Group sold out of Vident US Bond Strategy ETF (VBND) in Q3 2024, closing a stake of 28 shares — an estimated $1.21K sold.

Larson Financial Group first reported a position in VBND in Q2 2024 and held it in 1 quarter. The position peaked at $1.21K in Q2 2024. 15 funds tracked by Wall St. Rank hold VBND as of Q3 2024.

  • Larson Financial Group reported no remaining Vident US Bond Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 28 Vident US Bond Strategy ETF shares in Q3 2024, an estimated $1.21K.
  • Larson Financial Group first reported a position in Vident US Bond Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Larson Financial Group's Vident US Bond Strategy ETF position peaked at $1.21K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.