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

Vident Core U.S. Equity Fund logo
$58.12 +0.01 (+0.02%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$14.17M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$83.15M
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VUSE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC6,907$405K0.0%N/A0.072%
2/17/2025 Vident Advisory LLC856,183$50.21M0.9%-1.9%8.077%
2/17/2025 Citadel Advisors LLC18,753$1.10M0.0%+93.7%0.177%
2/14/2025 Jane Street Group LLC11,871$696K0.0%N/A0.112%
2/13/2025 Raymond James Financial Inc.9,240$542K0.0%N/A0.087%
2/6/2025 Raymond James Financial Inc.9,240$542K0.0%N/A0.087%
1/30/2025 Blue Trust Inc.8,368,643$490.71M6.3%-7.4%78.949%
1/22/2025 Foundations Investment Advisors LLC3,767$221K0.0%-32.6%0.036%
1/22/2025 Blue Trust Inc.8,900,155$510.19M6.1%-1.5%83.964%
1/21/2025 Stewardship Advisors LLC4,148$243K0.1%+6.4%0.039%
1/16/2025 Willner & Heller LLC9,230$541K0.5%+48.4%0.087%
1/6/2025 Kings Path Partners LLC1,208$71K0.0%-54.8%0.011%
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%
10/18/2024 Blue 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%
7/31/2024 Commonwealth 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%
7/18/2024 Blue 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%
5/1/2024 Blue 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%
1/18/2024 Blue 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%
10/11/2023 Ronald 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%
7/14/2023 Ronald 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%
4/17/2023 Ronald 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%
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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%
1/17/2023 Ronald 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%
10/21/2022 Ronald Blue Trust Inc.10,280,593$398.99M7.0%+2.2%90.979%
8/13/2022 Ronald 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%
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%
(Data available from 1/1/2016 forward)

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VUSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VUSE shares?

During the previous two years, 24 institutional investors and hedge funds held shares of Vident Core U.S. Equity Fund. The most heavily invested institutionals were Blue Trust Inc. ($490.71M), Ronald Blue Trust Inc. ($490.33M), Vident Advisory LLC ($50.21M), Ballentine Partners LLC ($2.05M), Citadel Advisors LLC ($1.10M), Jane Street Group LLC ($696K), 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 22 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: Vident Advisory LLC ($134.44K), Ronald Blue Trust Inc. ($83.26K), Ballentine Partners LLC ($37.88K), Raymond James Financial Inc. ($18.48K), Summit Investment Advisory Services LLC ($13.12K), Jane Street Group LLC ($11.87K), and LPL Financial LLC ($10.93K).

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

Institutional investors have bought a total of 372,218 shares in the last 24 months. This purchase volume represents approximately $19.77M 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. ($2.02M), Ronald Blue Trust Inc. ($276.14K), Vident Advisory LLC ($16.36K), Flow Traders U.S. LLC ($2.95K), Foundations Investment Advisors LLC ($1.82K), Kings Path Partners LLC ($1.46K), 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 2,322,933 shares in the last 24 months. This volume of shares sold represents approximately $125.66M in transactions.



This page (NYSEARCA:VUSE) was last updated on 3/25/2025 by MarketBeat.com Staff
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