Vanguard Wellington U.S. Value Active ETF
VUSV
6 hedge funds and large institutions have $33.7M invested in Vanguard Wellington U.S. Value Active ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
32% more capital invested
Capital invested by funds: $25.6M → $33.7M (+$8.14M)
4% less ownership
Funds ownership: 66.93% → 62.93% (-4%)
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$18.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWS
1
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $27M | +$2.21M | +34,360 | +9% |
|
|
DJSG
2
D.J. St. Germain
Springfield,
Massachusetts
| $4.59M | +$4.74M | +73,692 | New |
|
|
CFS
3
CRA Financial Services
Northfield,
New Jersey
| $1.82M | +$1.31M | +20,330 | +230% |
|
|
FA
4
Fiduciary Alliance
Greenville,
South Carolina
| $292K | +$290K | +4,500 | New |
|
|
AA
5
Ancora Advisors
Cleveland,
Ohio
| $23.9K | +$2.06K | +32 | +9% |
|
|
HC
6
Hara Capital
Bellevue,
Washington
| $18.7K | +$19.3K | +300 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$18.9K | -301 | Closed |
|
VUSV Hedge Fund Activity: Q1 2026 in Review
6 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Wellington U.S. Value Active ETF (VUSV) for Q1 2026, worth a combined $33.7M — up 32% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VUSV positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was D.J. St. Germain, opening a new position worth an estimated $4.74M. The largest seller was UBS Group, exiting entirely with an estimated $18.9K sold.
- 6 institutional investors held Vanguard Wellington U.S. Value Active ETF (VUSV) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $33.7M of Vanguard Wellington U.S. Value Active ETF stock for Q1 2026, up 32% quarter-over-quarter.
- 3 funds opened new Vanguard Wellington U.S. Value Active ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest Vanguard Wellington U.S. Value Active ETF buyer in Q1 2026 was D.J. St. Germain, an estimated $4.74M added.
- The largest Vanguard Wellington U.S. Value Active ETF seller in Q1 2026 was UBS Group, an estimated $18.9K sold.
Based on aggregated 13F filings for Q1 2026.