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Vident Core U.S. Equity Fund (VUSE) Institutional Ownership

Vident Core U.S. Equity Fund logo
$59.43 +0.61 (+1.04%)
(As of 12/20/2024 04:34 PM ET)

Institutional Ownership Changes (13F Filings) for Vident Core U.S. Equity Fund (NYSEARCA:VUSE)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$12.09M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$64.71M
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VUSE Institutional Buying and Selling by Quarter

Vident Core U.S. Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Flow Traders U.S. LLC8,845$507K0.0%-25.0%0.083%
10/21/2024 Foundations Investment Advisors LLC5,591$320K0.0%N/A0.053%
10/18/2024Blue Trust Inc.9,038,593$489.22M6.3%-1.4%85.270%
10/16/2024 Summit Investment Advisory Services LLC6,577$377K0.2%N/A0.062%
10/10/2024 Willner & Heller LLC6,219$356K0.3%+56.4%0.059%
10/10/2024 Kings Path Partners LLC2,671$153K0.1%N/A0.025%
8/16/2024 Northwestern Mutual Wealth Management Co.2,790$151K0.0%-12.5%0.026%
8/12/2024 Mercer Global Advisors Inc. ADV10,648$574K0.0%+100.0%0.100%
8/6/2024 Ballentine Partners LLC37,880$2.05M0.0%N/A0.357%
7/31/2024Commonwealth Equity Services LLC5,765$312K0.0%+15.1%0.054%
7/22/2024 Oak Harvest Investment Services3,716$201K0.0%N/A0.035%
7/19/2024 Willner & Heller LLC3,977$215K0.2%N/A0.038%
7/18/2024Blue Trust Inc.9,164,922$498.62M6.8%-0.5%86.462%
7/9/2024 Mather Group LLC.3,282$179K0.0%N/A0.031%
5/14/2024 Vident Advisory LLC781,234$42.50M0.9%+20.8%7.370%
5/1/2024Blue Trust Inc.9,211,341$501.15M7.1%-4.7%86.899%
2/8/2024 Private Wealth Management Group LLC1,105$56K0.0%N/A0.010%
2/1/2024 Criterion Capital Advisors LLC1,635$84K0.1%N/A0.015%
1/18/2024Blue Trust Inc.9,664,469$452.76M6.9%-5.7%86.290%
1/18/2024 Summit Investment Advisory Services LLC6,547$335K0.2%N/A0.058%
1/16/2024Raymond James Financial Services Advisors Inc.6,769$346K0.0%N/A0.060%
10/11/2023Ronald Blue Trust Inc.10,253,997$490.33M7.5%-0.2%91.554%
8/9/2023 Flow Traders U.S. LLC13,189$631K0.0%+10.2%0.118%
7/31/2023 LPL Financial LLC10,930$523K0.0%N/A0.097%
7/14/2023Ronald Blue Trust Inc.10,278,658$459.14M7.3%+0.8%90.962%
5/10/2023 MAI Capital Management4,711$210K0.0%N/A0.042%
4/17/2023Ronald Blue Trust Inc.10,195,399$424.03M7.0%-2.4%91.030%
2/14/2023Vident Investment Advisory LLC329,567$13.71M0.5%+2.3%2.943%
2/7/2023 LPL Financial LLC18,791$782K0.0%-13.7%0.168%
1/31/2023 Kestra Advisory Services LLC60,287$2.51M0.0%+2.2%0.538%
1/17/2023Ronald Blue Trust Inc.10,446,880$390.70M7.0%+1.6%93.276%
11/1/2022 Kestra Advisory Services LLC58,989$2.21M0.0%+8.3%0.517%
10/21/2022Ronald Blue Trust Inc.10,280,593$398.99M7.0%+2.2%90.979%
8/13/2022Ronald Blue Trust Inc.10,057,539$457.22M7.1%N/A90.608%
5/10/2022 Mercer Global Advisors Inc. ADV5,577$254K0.0%+28.9%0.052%
5/10/2022 MAI Capital Management5,212$237K0.0%-9.9%0.048%
4/12/2022 CAPROCK Group Inc.5,577$254K0.0%+28.9%0.052%
2/16/2022 Thrivent Financial for Lutherans8,957,447$395.30M0.8%-2.1%86.129%
2/11/2022 MAI Capital Management5,786$270K0.0%N/A0.056%
2/4/2022 Mercer Global Advisors Inc. ADV4,326$202K0.0%N/A0.042%
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2/4/2022 Insight Wealth Partners LLC17,069$796K0.1%-18.0%0.166%
2/3/2022 Advisor Group Holdings Inc.7,947$371K0.0%+134.3%0.077%
1/18/2022 CAPROCK Group Inc.4,326$202K0.0%N/A0.043%
11/16/2021 Thrivent Financial for Lutherans9,150,585$403.82M0.8%+0.0%93.373%
11/16/2021 Citadel Advisors LLC80,505$3.48M0.0%N/A0.821%
11/9/2021 MEMBERS Trust Co33,098$1.46M0.0%+100.0%0.338%
11/5/2021 Insight Wealth Partners LLC20,816$899K0.5%-56.4%0.212%
9/24/2021 Thrivent Financial for Lutherans9,150,210$403.81M0.8%-3.6%95.315%
8/24/2021 Flow Traders U.S. LLC17,128$756K0.0%N/A0.177%
8/16/2021 Royal Bank of Canada97,303$4.29M0.0%+104.3%1.003%
8/13/2021 FMR LLC558$25K0.0%N/A0.006%
8/11/2021 Susquehanna International Group LLP47,254$2.09M0.0%-8.4%0.487%
5/26/2021 MEMBERS Trust Co16,549$691K0.0%-2.1%0.169%
5/17/2021 Royal Bank of Canada47,625$1.99M0.0%-25.1%0.486%
5/17/2021 Thrivent Financial for Lutherans9,490,796$396.50M0.9%-2.6%96.845%
4/29/2021 CAPROCK Group Inc.5,351$224K0.0%N/A0.054%
3/26/2021 Susquehanna International Group LLP7,500$261K0.0%+6.3%0.074%
1/19/2021 Insight Wealth Partners LLC63,967$2.23M1.4%+1.8%0.621%
12/1/2020 Townsquare Capital LLC7,013$209K0.0%N/A0.068%
(Data available from 1/1/2016 forward)

VUSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VUSE shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Vident Core U.S. Equity Fund. The most heavily invested institutionals were Ronald Blue Trust Inc. ($490.33M), Blue Trust Inc. ($489.22M), Vident Advisory LLC ($42.50M), Vident Investment Advisory LLC ($13.71M), Kestra Advisory Services LLC ($2.51M), Ballentine Partners LLC ($2.05M), and Mercer Global Advisors Inc. ADV ($574K).Learn more on VUSE's institutional investors.

Which institutional investors have been buying Vident Core U.S. Equity Fund stock?

Of the 19 institutional investors that purchased Vident Core U.S. Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ronald Blue Trust Inc. ($249.55K), Vident Advisory LLC ($134.44K), Ballentine Partners LLC ($37.88K), Summit Investment Advisory Services LLC ($13.12K), LPL Financial LLC ($10.93K), Vident Investment Advisory LLC ($7.28K), and Raymond James Financial Services Advisors Inc. ($6.77K).

How much institutional buying is happening at Vident Core U.S. Equity Fund?

Institutional investors have bought a total of 497,495 shares in the last 24 months. This purchase volume represents approximately $24.13M in transactions.

Which Vident Core U.S. Equity Fund major shareholders have been selling company stock?

The following institutional investors have sold Vident Core U.S. Equity Fund stock in the last 24 months: Blue Trust Inc. ($1.22M), Ronald Blue Trust Inc. ($276.14K), LPL Financial LLC ($2.97K), Flow Traders U.S. LLC ($2.95K), and Northwestern Mutual Wealth Management Co. ($400.00).

How much institutional selling is happening at Vident Core U.S. Equity Fund?

Institutional investors have sold a total of 1,497,872 shares in the last 24 months. This volume of shares sold represents approximately $77.23M in transactions.



This page (NYSEARCA:VUSE) was last updated on 12/22/2024 by MarketBeat.com Staff
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