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

Oxford 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
2025
Q1 		– Sell
-5,208
Closed -$224K – 297
2024
Q4 		$224K Buy
+5,208
New +$228K 0.01% 232

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PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Oxford Financial Group's VBND Position: Q1 2025 in Review

Oxford Financial Group sold out of Vident US Bond Strategy ETF (VBND) in Q1 2025, closing a stake of 5,208 shares — an estimated $224K sold.

Oxford Financial Group first reported a position in VBND in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 15 funds tracked by Wall St. Rank hold VBND as of Q1 2025.

  • Oxford Financial Group reported no remaining Vident US Bond Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 5,208 Vident US Bond Strategy ETF shares in Q1 2025, an estimated $224K.
  • Oxford Financial Group first reported a position in Vident US Bond Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Oxford Financial Group's Vident US Bond Strategy ETF position peaked at $224K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.