D.J. St. Germain’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

D.J. St. Germain’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 Q1	$4.59M	Buy	+73,692	New	+$4.74M	0.18%	93

Other funds holding VUSV

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.66B AUM 25.91% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

D.J. St. Germain's VUSV Position: Q1 2026 in Review

D.J. St. Germain opened a new position in Vanguard Wellington U.S. Value Active ETF (VUSV) in Q1 2026: 73,692 shares worth $4.59M. The stake represents 0.18% of the portfolio and ranks #93 among its holdings.

6 funds tracked by Wall St. Rank hold VUSV as of Q1 2026.

D.J. St. Germain held 73,692 shares of Vanguard Wellington U.S. Value Active ETF worth $4.59M as of Q1 2026.
Vanguard Wellington U.S. Value Active ETF was a new D.J. St. Germain position in Q1 2026.
Vanguard Wellington U.S. Value Active ETF made up 0.18% of D.J. St. Germain's portfolio in Q1 2026, its #93 holding.
6 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.