Fiduciary Alliance’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

Fiduciary Alliance’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	$408K	Buy	5,939 +650	+12%	+$45.8K	0.03%	352
2026 Q2	$361K	Buy	5,289 +789	+18%	+$52.3K	0.02%	409
2026 Q1	$292K	Buy	+4,500	New	+$290K	0.02%	450

Other funds holding VUSV

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Fiduciary Alliance's VUSV Position: Q3 2026 in Review

Fiduciary Alliance increased its Vanguard Wellington U.S. Value Active ETF (VUSV) stake by 12% in Q3 2026, buying an estimated $45.8K and bringing the position to 5,939 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #352.

Fiduciary Alliance first reported a position in VUSV in Q1 2026 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold VUSV as of Q3 2026.

Fiduciary Alliance held 5,939 shares of Vanguard Wellington U.S. Value Active ETF worth $408K as of Q3 2026.
Fiduciary Alliance bought 650 Vanguard Wellington U.S. Value Active ETF shares in Q3 2026, an estimated $45.8K.
Vanguard Wellington U.S. Value Active ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #352 holding.
Fiduciary Alliance first reported a position in Vanguard Wellington U.S. Value Active ETF in Q1 2026 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.