Who Owns VANGUARD WELLINGTON US VALUE (VUSV)?Hedge Fund & Institutional Holders
$62.27-0.19 (-0.31%)BATS
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$25.0T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
VUSV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Confluence Wealth Services, Inc. | New Position | +399K | +$25.0M |
| CRA Financial Services, LLC | New Position | +9K | +$553K |
| UBS Group AG | New Position | +301 | +$18K |
| Ancora Advisors LLC | New Position | +352 | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 398,801 | $25.0M | 1.03% | Share |
| 2 | CRA Financial Services, LLC | 8,842 | $553K | 0.07% | Share |
| 3 | UBS Group AG | 301 | $18K | 0.00% | Share |
| 4 | Ancora Advisors LLC | 352 | $0 | 0.00% | Share |
As of Q4 2025, 4 institutional investors hold VUSV (VANGUARD WELLINGTON US VALUE). The largest holder is Confluence Wealth Services, Inc. with $25.0M in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own VUSV?
As of Q4 2025, 4 institutional investors report holding VUSV (VANGUARD WELLINGTON US VALUE) in their 13F filings.
Who is the largest institutional holder of VUSV?
The largest institutional holder of VUSV is Confluence Wealth Services, Inc. with $25.0M in shares.
Is institutional ownership of VUSV increasing or decreasing?
This quarter, 4 institutions opened new positions in VUSV and 0 closed their positions.