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Summit Investment Advisory Services’s Vident US Equity Strategy ETF VUSE Stock Holding History

Summit Investment Advisory Services’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 		$481K Buy
6,651
+7
+0.1% +$486 0.12% 51
2026
Q1 		$417K Buy
6,644
+7
+0.1% +$458 0.16% 48
2025
Q4 		$438K Buy
6,637
+5
+0.1% +$330 0.17% 44
2025
Q3 		$441K Buy
6,632
+13
+0.2% +$837 0.18% 43
2025
Q2 		$417K Buy
6,619
+7
+0.1% +$411 0.18% 43
2025
Q1 		$375K Buy
6,612
+8
+0.1% +$477 0.18% 45
2024
Q4 		$387K Buy
6,604
+27
+0.4% +$1.61K 0.2% 44
2024
Q3 		$377K Buy
+6,577
New +$362K 0.2% 44
2024
Q2 		– Sell
-6,558
Closed -$357K – 96
2024
Q1 		$357K Buy
6,558
+11
+0.2% +$577 0.21% 46
2023
Q4 		$335K Buy
+6,547
New +$315K 0.21% 45

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $83M AUM
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

Summit Investment Advisory Services's VUSE Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Vident US Equity Strategy ETF (VUSE) stake by 0.11% in Q2 2026, buying an estimated $486 and bringing the position to 6,651 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #51.

Summit Investment Advisory Services first reported a position in VUSE in Q4 2023 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • Summit Investment Advisory Services held 6,651 shares of Vident US Equity Strategy ETF worth $481K as of Q2 2026.
  • Summit Investment Advisory Services bought 7 Vident US Equity Strategy ETF shares in Q2 2026, an estimated $486.
  • Vident US Equity Strategy ETF made up 0.12% of Summit Investment Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Summit Investment Advisory Services first reported a position in Vident US Equity Strategy ETF in Q4 2023 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.