Vanguard Wellingt US Va ETFVUSVETF
13F holders, Q2 2026 (June 30)8holders +2
2new positions
0sold out
1famous investor
$68.32avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Vanguard Wellingt US Va ETF (VUSV) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Confluence Wealth Services, Inc. ($40.5M), St Germain D J Co. Inc. ($5.1M) and CRA Financial Services, LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Wellingt US Va ETF
- CUSIP
- 921938601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $971K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 177,125 shares bought, net +177,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Confluence Wealth Services, Inc. | 1.16% | Add +36.9% | 592,947 | $40.5M |
| St Germain D J Co. Inc. | 0.18% | Add +0.8% | 74,276 | $5.1M |
| CRA Financial Services, LLC | 0.24% | Add +4.4% | 30,452 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 10,000 | $683K |
| Fiduciary Alliance LLC | 0.02% | Add +17.5% | 5,289 | $361K |
| Citadel Advisors | 0.00% | New | 4,205 | $287K |
| Ancora Advisors LLC | 0.00% | Add +125.3% | 865 | $59K |
| Hara Capital LLC | 0.01% | No change | 300 | $20K |
"% of holder's portfolio" is VUSV's weight in each manager's 13F, not the share of Vanguard Wellingt US Va ETF the manager owns.