VUSV Institutional Ownership & Shareholders
VANGUARD WELLINGT US VA ETF (VUSV) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Confluence Wealth Services, Inc. is currently the largest disclosed institutional shareholder of VUSV tracked by InsiderSet, reporting ownership valued at approximately $40.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.78M, representing an estimated gain of +5.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VUSV value among the investors covered in this analysis. Major shareholders include Confluence Wealth Services, Inc., St Germain D J Co Inc, Cra Financial Services, Llc, and several other long-term asset managers with concentrated positions in VANGUARD WELLINGT US VA ETF (VUSV).
This page ranks the largest institutional VUSV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 1.16% | 592,947 | $40,512,683 | $42,783,201 | +$2,270,518 | +5.60% | |
| St Germain D J Co Inc | 0.18% | 74,276 | $5,074,856 | $5,359,273 | +$284,417 | +5.60% | |
| Cra Financial Services, Llc | 0.25% | 32,357 | $2,220,688 | $2,334,671 | +$113,983 | +5.13% | |
| Goldman Sachs Group Inc | 0.00% | 10,000 | $683,243 | $721,535 | +$38,292 | +5.60% | |
| Fiduciary Alliance Llc | 0.03% | 5,939 | $407,594 | $428,520 | +$20,926 | +5.13% | |
| Citadel Advisors Llc | 0.00% | 4,205 | $287,304 | $303,405 | +$16,101 | +5.60% | |
| Ancora Advisors Llc | 0.00% | 865 | $59,096 | $62,413 | +$3,317 | +5.61% |
Frequently asked questions about VUSV
Who are the largest institutional holders of VUSV?
The largest institutional holders of VUSV reported in the latest SEC Form 13F filings include Confluence Wealth Services, Inc., St Germain D J Co Inc, Cra Financial Services, Llc, Goldman Sachs Group Inc, and Fiduciary Alliance Llc. InsiderSet ranks institutional holders by their latest reported VUSV position.
What is VUSV institutional ownership?
This page tracks VUSV positions reported by institutional investment managers through SEC Form 13F. VANGUARD WELLINGT US VA ETF (VUSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VUSV?
InsiderSet currently tracks 7 institutional managers reporting VUSV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VUSV shareholders.
How much VUSV stock do institutions own?
Institutional investment managers disclosed approximately $49.25M in VUSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VUSV institutional ownership last updated?
The latest VUSV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VUSV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VUSV position after the reporting date.
Are institutions buying or selling VUSV?
Institutional buying and selling can be analyzed by comparing VUSV positions across consecutive 13F reporting periods. InsiderSet's VUSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VUSV ownership changes.
How has VUSV institutional ownership changed over time?
InsiderSet tracks VUSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.