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Vanguard Wellingt US VA ETF (VUSV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Confluence Wealth Services, Inc.
INCREASED
Shares753,737 from 592,947
Change+160,790 (+27%)
Value$51.7M (+$11.2M)
Filed 2026-11-05
CRA Financial Services, LLC
INCREASED
Shares32,357 from 30,452
Change+1,905 (+6%)
Value$2.2M (+$140.1K)
Filed 2026-10-16
Fiduciary Alliance LLC
INCREASED
Shares5,939 from 5,289
Change+650 (+12%)
Value$407.6K (+$46.2K)
Filed 2026-10-13
Financial Security Advisor, Inc.
NEW
Shares5,698
Change+5,698
Value$391.0K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
NEW
Shares3,738
Change+3,738
Value$256.5K
Filed 2026-11-05
Hara Capital LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-30
ST Germain D J Co Inc
N/A
Shares— from 74,276
Change-74,276 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 865
Change-865 (-100%)
Value—
Status
Confluence Wealth Services, Inc.
INCREASED753,737592,947+160,790+27%$40.5M$51.7M+$11.2M2026-11-05
CRA Financial Services, LLC
INCREASED32,35730,452+1,905+6%$2.1M$2.2M+$140.1K2026-10-16
Fiduciary Alliance LLC
INCREASED5,9395,289+650+12%$361.4K$407.6K+$46.2K2026-10-13
Financial Security Advisor, Inc.
NEW5,698—+5,698——$391.0K—2026-11-03
J.W. Cole Advisors, Inc.
NEW3,738—+3,738——$256.5K—2026-11-05
Hara Capital LLC
CLOSED0300-300-100%$20.5K$0-$20.5K2026-10-30
ST Germain D J Co Inc
N/A—74,276-74,276-100%$5.1M———
Goldman Sachs Group Inc
N/A—10,000-10,000-100%$683.2K———
Citadel Advisors LLC
N/A—4,205-4,205-100%$287.3K———
Ancora Advisors LLCA
N/A—865-865-100%$59.1K———
Showing 10 of 10 institutions