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
Q1 		$292K Buy
+4,500
New +$290K 0.02% 450

Other funds holding VUSV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Fiduciary Alliance's VUSV Position: Q1 2026 in Review

Fiduciary Alliance opened a new position in Vanguard Wellington U.S. Value Active ETF (VUSV) in Q1 2026: 4,500 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #450 among its holdings.

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

  • Fiduciary Alliance held 4,500 shares of Vanguard Wellington U.S. Value Active ETF worth $292K as of Q1 2026.
  • Vanguard Wellington U.S. Value Active ETF was a new Fiduciary Alliance position in Q1 2026.
  • Vanguard Wellington U.S. Value Active ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #450 holding.
  • 6 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.