Vanguard Wellingt US Va ETFVUSVETF
13F holders, Q1 2026 (March 31)6holders +2
3new positions
1sold out
$62.30avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Vanguard Wellingt US Va ETF (VUSV) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Confluence Wealth Services, Inc. ($27.0M), St Germain D J Co. Inc. ($4.6M) and CRA Financial Services, LLC ($1.8M).
- Company
- Vanguard Wellingt US Va ETF
- CUSIP
- 921938601
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.9M |
| Exits | 1 | $19K |
All 13F filers, Q4 2025 → Q1 2026: 133,214 shares bought and 301 shares sold, net +132,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Confluence Wealth Services, Inc. | 1.05% | Add +8.6% | 433,161 | $27.0M |
| St Germain D J Co. Inc. | 0.18% | New | 73,692 | $4.6M |
| CRA Financial Services, LLC | 0.24% | Add +229.9% | 29,172 | $1.8M |
| Fiduciary Alliance LLC | 0.02% | New | 4,500 | $292K |
| Ancora Advisors LLC | 0.00% | Add +9.1% | 384 | $24K |
| Hara Capital LLC | 0.01% | New | 300 | $19K |
"% 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.