CFS
VUSV

CRA Financial Services’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

CRA Financial Services’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 		$2.08M Buy
30,452
+1,280
+4% +$84.9K 0.24% 83
2026
Q1 		$1.82M Buy
29,172
+20,330
+230% +$1.31M 0.24% 85
2025
Q4 		$554K Buy
+8,842
New +$548K 0.07% 165

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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

CRA Financial Services's VUSV Position: Q2 2026 in Review

CRA Financial Services increased its Vanguard Wellington U.S. Value Active ETF (VUSV) stake by 4.4% in Q2 2026, buying an estimated $84.9K and bringing the position to 30,452 shares worth $2.08M. The position accounts for 0.24% of the portfolio, ranked #83.

CRA Financial Services first reported a position in VUSV in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold VUSV as of Q2 2026.

  • CRA Financial Services held 30,452 shares of Vanguard Wellington U.S. Value Active ETF worth $2.08M as of Q2 2026.
  • CRA Financial Services bought 1,280 Vanguard Wellington U.S. Value Active ETF shares in Q2 2026, an estimated $84.9K.
  • Vanguard Wellington U.S. Value Active ETF made up 0.24% of CRA Financial Services's portfolio in Q2 2026, its #83 holding.
  • CRA Financial Services first reported a position in Vanguard Wellington U.S. Value Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.