Institutional Ownership
Vanguard Wellington U.S. Value Active ETF
CUSIP 921938601WELLINGTON U SVUSVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 433.2K | $26.98M |
| 2 | St Germain D J Co Inc | 73.7K | $4.59M |
| 3 | Cra Financial Services, LLC | 29.2K | $1.82M |
| 4 | Fiduciary Alliance LLC | 4.5K | $292.2K |
| 5 | Ancora Advisors LLC | 384 | $23.9K |
| 6 | Hara Capital LLC | 300 | $18.7K |