VUSV · VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF

$71.82 -0.30 (-0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $287,302

Total Shares: 4,205

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+20.0 pts

Top 5

100.0%

+0.1 pts

Top 10

100.0%

0.0 pts

HHI

10,000

Highly concentrated+3,379

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -5

Institutional value: -99.1%

Shares held: -99.2%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	4,205	$287,302

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Confluence Wealth Services, Inc.	433,161	$26,977,267
Mid ST GERMAIN D J CO INC	73,692	$4,589,537
Small CRA Financial Services, LLC	29,172	$1,816,832
Small Fiduciary Alliance LLC	4,500	$280,260
Mid Ancora Advisors LLC	384	$23,915

Filter: New 1 Increased 0 Reduced 0 Sold out 6 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC VUSV

$287,302

100.00%

4,205

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	4,205	$287,302	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	384	$23,915	100.0%	Sole