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

Orgel 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
2026
Q2 		$221K Buy
+3,058
New +$212K ﹤0.01% 109

Other funds holding VUSE

WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Orgel Wealth Management's VUSE Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Vident US Equity Strategy ETF (VUSE) in Q2 2026: 3,058 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #109 among its holdings.

6 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • Orgel Wealth Management held 3,058 shares of Vident US Equity Strategy ETF worth $221K as of Q2 2026.
  • Vident US Equity Strategy ETF was a new Orgel Wealth Management position in Q2 2026.
  • Vident US Equity Strategy ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #109 holding.
  • 6 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

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