VUSG Institutional Ownership
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF
1W: +1.0%
1M: +4.2%
YTD: +2.6%
$67.85
+0.83 (+1.24%)
Weekly Expected Move ±2.2%
$65
$66
$68
$69
$71
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VUSG
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 10,851 | 736K | +5,113 | +89.1% | 3Q | SEC ↗ |
| 2 | Fiduciary Alliance LLC | 5,408 | 367K | +688 | +14.6% | 2Q | SEC ↗ |
| 3 | SeaCrest Wealth Management, LLC NEW | 4,557 | 309K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| SeaCrest Wealth Management, LLC | 4,557 | 309K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +5,113 | +89.1% | 10,851 |
| Fiduciary Alliance LLC | +688 | +14.6% | 5,408 |
Biggest Decreases (0)
None.