VANGUARD WELLINGT US VA ETF (VUSV) Institutional Ownership and Insiders Activity
VANGUARD WELLINGT US VA ETF (VUSV) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $49.25M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Confluence Wealth Services, Inc. is the largest disclosed holder, reporting approximately $40.51M in VUSV holdings in its latest filing.
Institutional ownership remains highly concentrated, with Confluence Wealth Services, Inc. representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$49.25M
Largest Holder
Confluence Wealth Services, Inc.
Largest Position
$40.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Confluence Wealth Services, Inc.$40.51M
- St Germain D J Co Inc$5.07M
- Cra Financial Services, Llc$2.22M
- Goldman Sachs Group Inc$683,243
- Fiduciary Alliance Llc$407,594