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Litman Gregory Wealth Management’s Vident US Equity Strategy ETF VUSE Stock Holding History

Litman Gregory Wealth Management’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
2016
Q2 		– Sell
-4,471
Closed -$113K – 38
2016
Q1 		$113K Sell
4,471
-84,695
-95% -$2.01M 0.09% 25
2015
Q4 		$2.21M Buy
+89,166
New +$2.27M 1.59% 12

Other funds holding VUSE

RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Litman Gregory Wealth Management's VUSE Position: Q2 2016 in Review

Litman Gregory Wealth Management sold out of Vident US Equity Strategy ETF (VUSE) in Q2 2016, closing a stake of 4,471 shares — an estimated $113K sold.

Litman Gregory Wealth Management first reported a position in VUSE in Q4 2015 and held it in 2 quarters. The position peaked at $2.21M in Q4 2015. 14 funds tracked by Wall St. Rank hold VUSE as of Q2 2016.

  • Litman Gregory Wealth Management reported no remaining Vident US Equity Strategy ETF position as of Q2 2016 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 4,471 Vident US Equity Strategy ETF shares in Q2 2016, an estimated $113K.
  • Litman Gregory Wealth Management first reported a position in Vident US Equity Strategy ETF in Q4 2015 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Vident US Equity Strategy ETF position peaked at $2.21M in Q4 2015.
  • 14 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2016.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2016, filed 11 Aug 2016.