VERPA
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Virginia Estate & Retirement Planning Advisors’s Vident US Equity Strategy ETF VUSE Stock Holding History

Virginia Estate & Retirement Planning 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 		$148K Buy
+917
New +$63.6K 0.18% 28

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
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
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
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

Virginia Estate & Retirement Planning Advisors's VUSE Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Vident US Equity Strategy ETF (VUSE) in Q2 2026: 917 shares worth $148K. The stake represents 0.18% of the portfolio and ranks #28 among its holdings.

16 funds tracked by Wall St. Rank hold VUSE as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 917 shares of Vident US Equity Strategy ETF worth $148K as of Q2 2026.
  • Vident US Equity Strategy ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • Vident US Equity Strategy ETF made up 0.18% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #28 holding.
  • 16 funds tracked by Wall St. Rank held Vident US Equity Strategy ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.