Institutional Ownership
Vanguard Wellington U.S. Value Active ETF
CUSIP 921938601WELLINGTON U SVUSVQ1 2026
Institutional Holders
6
13F filers
Shares Held
541.2K
Aggregate institutional
Institutional Value
$33.72M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased0
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 433.2K | $26.98M | +34.4K | Added |
| 2 | St Germain D J Co Inc | 73.7K | $4.59M | +73.7K | New |
| 3 | Cra Financial Services, LLC | 29.2K | $1.82M | +20.3K | Added |
| 4 | Fiduciary Alliance LLC | 4.5K | $292.2K | +4.5K | New |
| 5 | Ancora Advisors LLC | 384 | $23.9K | +32 | Added |
| 6 | Hara Capital LLC | 300 | $18.7K | +300 | New |