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 Q3	$2.22M	Buy	32,357 +1,905	+6%	+$134K	0.25%	77
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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Financial Security Advisor Virginia Beach, Virginia $599M AUM 18.92% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

CRA Financial Services's VUSV Position: Q3 2026 in Review

CRA Financial Services increased its Vanguard Wellington U.S. Value Active ETF (VUSV) stake by 6.3% in Q3 2026, buying an estimated $134K and bringing the position to 32,357 shares worth $2.22M. The position accounts for 0.25% of the portfolio, ranked #77.

CRA Financial Services first reported a position in VUSV in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold VUSV as of Q3 2026.

CRA Financial Services held 32,357 shares of Vanguard Wellington U.S. Value Active ETF worth $2.22M as of Q3 2026.
CRA Financial Services bought 1,905 Vanguard Wellington U.S. Value Active ETF shares in Q3 2026, an estimated $134K.
Vanguard Wellington U.S. Value Active ETF made up 0.25% of CRA Financial Services's portfolio in Q3 2026, its #77 holding.
CRA Financial Services first reported a position in Vanguard Wellington U.S. Value Active ETF in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.