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VUSV

Ancora Advisors’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

Ancora Advisors’s Portfolio VUSV Stock Details VUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.1K Buy
865
+481
+125% +$31.9K ﹤0.01% 1021
2026
Q1 		$23.9K Buy
384
+32
+9% +$2.06K ﹤0.01% 1465
2025
Q4 		$22.1K Buy
+352
New +$21.8K ﹤0.01% 1509

Other funds holding VUSV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Ancora Advisors's VUSV Position: Q2 2026 in Review

Ancora Advisors increased its Vanguard Wellington U.S. Value Active ETF (VUSV) stake by 125% in Q2 2026, buying an estimated $31.9K and bringing the position to 865 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Ancora Advisors first reported a position in VUSV in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold VUSV as of Q2 2026.

  • Ancora Advisors held 865 shares of Vanguard Wellington U.S. Value Active ETF worth $59.1K as of Q2 2026.
  • Ancora Advisors bought 481 Vanguard Wellington U.S. Value Active ETF shares in Q2 2026, an estimated $31.9K.
  • Vanguard Wellington U.S. Value Active ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1021 holding.
  • Ancora Advisors first reported a position in Vanguard Wellington U.S. Value Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.