Vanguard Wellington U.S. Value Active ETF
VUSV
4 hedge funds and large institutions have $25.6M invested in Vanguard Wellington U.S. Value Active ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
66.93% more ownership
Funds ownership: 0% → 66.93% (+67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$24.7M |
| 2 |
CFS
CRA Financial Services
Northfield,
New Jersey
|
+$548K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$21.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWS
1
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $25M | +$24.7M | +398,801 | New |
|
|
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $554K | +$548K | +8,842 | New |
|
|
AA
3
Ancora Advisors
Cleveland,
Ohio
| $22.1K | +$21.8K | +352 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $18.9K | +$18.6K | +301 | New |
|
VUSV Hedge Fund Activity: Q4 2025 in Review
4 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Vanguard Wellington U.S. Value Active ETF (VUSV) for Q4 2025, worth a combined $25.6M.
Buyers outnumbered sellers: 4 funds opened new VUSV positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Confluence Wealth Services, opening a new position worth an estimated $24.7M.
- 4 institutional investors held Vanguard Wellington U.S. Value Active ETF (VUSV) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $25.6M of Vanguard Wellington U.S. Value Active ETF stock for Q4 2025.
- 4 funds opened new Vanguard Wellington U.S. Value Active ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
- The largest Vanguard Wellington U.S. Value Active ETF buyer in Q4 2025 was Confluence Wealth Services, an estimated $24.7M added.
Based on aggregated 13F filings for Q4 2025.