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Vident Advisory’s Clear Secure YOU Stock Holding History

Vident Advisory’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.95M Buy
184,793
+12,454
+7% +$496K 0.08% 223
2025
Q4 		$6.05M Buy
172,339
+1,379
+0.8% +$47K 0.06% 282
2025
Q3 		$5.71M Sell
170,960
-43,470
-20% -$1.44M 0.05% 272
2025
Q2 		$5.95M Buy
214,430
+73,568
+52% +$1.87M 0.07% 234
2025
Q1 		$3.65M Buy
140,862
+126,792
+901% +$3.15M 0.05% 300
2024
Q4 		$375K Buy
14,070
+6,585
+88% +$199K 0.01% 1080
2024
Q3 		$248K Buy
+7,485
New +$193K 0.01% 1204

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return