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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
$27M +$2.21M +34,360 +9%
DJSG
2
D.J. St. Germain
Massachusetts
$4.59M +$4.74M +73,692 New
CFS
3
CRA Financial Services
New Jersey
$1.82M +$1.31M +20,330 +230%
FA
4
Fiduciary Alliance
South Carolina
$292K +$290K +4,500 New
AA
5
Ancora Advisors
Ohio
$23.9K +$2.06K +32 +9%
HC
6
Hara Capital
Washington
$18.7K +$19.3K +300 New
UBS Group
7
UBS Group
Switzerland
-$18.9K -301 Closed