Financial Security Advisor’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

Financial Security Advisor’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	$391K	Buy	+5,698	New	+$401K	0.07%	111

Other funds holding VUSV

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

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

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

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

Financial Security Advisor's VUSV Position: Q3 2026 in Review

Financial Security Advisor opened a new position in Vanguard Wellington U.S. Value Active ETF (VUSV) in Q3 2026: 5,698 shares worth $391K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings.

5 funds tracked by Wall St. Rank hold VUSV as of Q3 2026.

Financial Security Advisor held 5,698 shares of Vanguard Wellington U.S. Value Active ETF worth $391K as of Q3 2026.
Vanguard Wellington U.S. Value Active ETF was a new Financial Security Advisor position in Q3 2026.
Vanguard Wellington U.S. Value Active ETF made up 0.07% of Financial Security Advisor's portfolio in Q3 2026, its #111 holding.
5 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q3 2026.

Based on Financial Security Advisor's 13F filing for Q3 2026, filed 3 Nov 2026.