UBS Group
VUSV

UBS Group’s Vanguard Wellington U.S. Value Active ETF VUSV Stock Holding History

UBS Group’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 		– Sell
-301
Closed -$18.9K – 11767
2025
Q4 		$18.9K Buy
+301
New +$18.6K ﹤0.01% 7826

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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

UBS Group's VUSV Position: Q1 2026 in Review

UBS Group sold out of Vanguard Wellington U.S. Value Active ETF (VUSV) in Q1 2026, closing a stake of 301 shares — an estimated $18.9K sold.

UBS Group first reported a position in VUSV in Q4 2025 and held it in 1 quarter. The position peaked at $18.9K in Q4 2025. 6 funds tracked by Wall St. Rank hold VUSV as of Q1 2026.

  • UBS Group reported no remaining Vanguard Wellington U.S. Value Active ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 301 Vanguard Wellington U.S. Value Active ETF shares in Q1 2026, an estimated $18.9K.
  • UBS Group first reported a position in Vanguard Wellington U.S. Value Active ETF in Q4 2025 and held it in 1 quarter.
  • UBS Group's Vanguard Wellington U.S. Value Active ETF position peaked at $18.9K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Vanguard Wellington U.S. Value Active ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.