VUSV Institutional Ownership
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF
1W: -0.6%
1M: -3.0%
YTD: -4.1%
$69.26
+0.52 (+0.76%)
Weekly Expected Move ±9.5%
$56
$63
$69
$76
$82
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VUSV
8
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
2
New Positions
5
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 592,947 | $41M | +159,786 | +36.9% | 3Q | SEC ↗ |
| 2 | ST GERMAIN D J CO INC | 74,276 | $5M | +584 | +0.8% | 2Q | SEC ↗ |
| 3 | CRA Financial Services, LLC | 30,452 | $2M | +1,280 | +4.4% | 3Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 10,000 | $693K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Fiduciary Alliance LLC | 5,289 | $366K | +789 | +17.5% | 2Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 4,205 | $291K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Ancora Advisors LLC | 865 | $60K | +481 | +125.3% | 3Q | SEC ↗ |
| 8 | Hara Capital LLC | 300 | $21K | — | +0.0% | 2Q | SEC ↗ |
| 9 | UBS Group AG | 0 | $0K | -301 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 10,000 | $693K |
| CITADEL ADVISORS LLC | 4,205 | $291K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 301 | $21K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Confluence Wealth Services, Inc. | +159,786 | +36.9% | 592,947 |
| CRA Financial Services, LLC | +1,280 | +4.4% | 30,452 |
| Fiduciary Alliance LLC | +789 | +17.5% | 5,289 |
| ST GERMAIN D J CO INC | +584 | +0.8% | 74,276 |
| Ancora Advisors LLC | +481 | +125.3% | 865 |
Biggest Decreases (0)
None.