FA
VUSV

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
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

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Fiduciary Alliance's VUSV Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Wellington U.S. Value Active ETF (VUSV) stake by 18% in Q2 2026, buying an estimated $52.3K and bringing the position to 5,289 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #409.

Fiduciary Alliance first reported a position in VUSV in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold VUSV as of Q2 2026.

  • Fiduciary Alliance held 5,289 shares of Vanguard Wellington U.S. Value Active ETF worth $361K as of Q2 2026.
  • Fiduciary Alliance bought 789 Vanguard Wellington U.S. Value Active ETF shares in Q2 2026, an estimated $52.3K.
  • Vanguard Wellington U.S. Value Active ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #409 holding.
  • Fiduciary Alliance first reported a position in Vanguard Wellington U.S. Value Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.