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Woodmont Investment Counsel’s Vident US Bond Strategy ETF VBND Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-10,084
Closed -$442K – 355
2024
Q1 		$442K Buy
+10,084
New +$441K 0.04% 184

Other funds holding VBND

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Woodmont Investment Counsel's VBND Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Vident US Bond Strategy ETF (VBND) in Q2 2024, closing a stake of 10,084 shares — an estimated $442K sold.

Woodmont Investment Counsel first reported a position in VBND in Q1 2024 and held it in 1 quarter. The position peaked at $442K in Q1 2024. 14 funds tracked by Wall St. Rank hold VBND as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Vident US Bond Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 10,084 Vident US Bond Strategy ETF shares in Q2 2024, an estimated $442K.
  • Woodmont Investment Counsel first reported a position in Vident US Bond Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Vident US Bond Strategy ETF position peaked at $442K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.