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TrustWell Financial Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

TrustWell Financial Advisors’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 		– Sell
-4,733
Closed -$297K – 81
2026
Q1 		$297K Buy
4,733
+54
+1% +$3.53K 0.28% 60
2025
Q4 		$309K Buy
+4,679
New +$308K 0.3% 53

Other funds holding VUSE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

TrustWell Financial Advisors's VUSE Position: Q2 2026 in Review

TrustWell Financial Advisors sold out of Vident US Equity Strategy ETF (VUSE) in Q2 2026, closing a stake of 4,733 shares — an estimated $297K sold.

TrustWell Financial Advisors first reported a position in VUSE in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 37 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • TrustWell Financial Advisors reported no remaining Vident US Equity Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • TrustWell Financial Advisors sold 4,733 Vident US Equity Strategy ETF shares in Q2 2026, an estimated $297K.
  • TrustWell Financial Advisors first reported a position in Vident US Equity Strategy ETF in Q4 2025 and held it in 2 quarters.
  • TrustWell Financial Advisors's Vident US Equity Strategy ETF position peaked at $309K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.