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VUSV

Vanguard Wellington U.S. Value Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1
Confluence Wealth Services
Pennsylvania
$40.5M +$10.6M +159,786 +37%
DJSG
2
D.J. St. Germain
Massachusetts
$5.07M +$38.7K +584 +0.8%
CFS
3
CRA Financial Services
New Jersey
$2.08M +$84.9K +1,280 +4%
Goldman Sachs
4
Goldman Sachs
New York
$683K +$663K +10,000 New
FA
5
Fiduciary Alliance
South Carolina
$361K +$52.3K +789 +18%
Citadel Advisors
6
Citadel Advisors
Florida
$287K +$279K +4,205 New
AA
7
Ancora Advisors
Ohio
$59.1K +$31.9K +481 +125%
HC
8
Hara Capital
Washington
$20.5K