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TrueWealth Advisors’s Vident US Bond Strategy ETF VBND Stock Holding History

TrueWealth Advisors’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
2026
Q3 		$1.39M Buy
33,576
+722
+2% +$30.9K 0.31% 57
2026
Q2 		$1.43M Buy
32,854
+2,565
+8% +$112K 0.32% 54
2026
Q1 		$1.31M Buy
+30,289
New +$1.33M 0.33% 54

Other funds holding VBND

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueWealth Advisors's VBND Position: Q3 2026 in Review

TrueWealth Advisors increased its Vident US Bond Strategy ETF (VBND) stake by 2.2% in Q3 2026, buying an estimated $30.9K and bringing the position to 33,576 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #57.

TrueWealth Advisors first reported a position in VBND in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.43M in Q2 2026. 16 funds tracked by Wall St. Rank hold VBND as of Q3 2026.

  • TrueWealth Advisors held 33,576 shares of Vident US Bond Strategy ETF worth $1.39M as of Q3 2026.
  • TrueWealth Advisors bought 722 Vident US Bond Strategy ETF shares in Q3 2026, an estimated $30.9K.
  • Vident US Bond Strategy ETF made up 0.31% of TrueWealth Advisors's portfolio in Q3 2026, its #57 holding.
  • TrueWealth Advisors first reported a position in Vident US Bond Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • TrueWealth Advisors's Vident US Bond Strategy ETF position peaked at $1.43M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.