VUSV Vanguard Wellington U.S. Value Active ETF
BATSVUSV Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
VUSV Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Dec 23, 2025 | $0.12 | USD | — |
Institutional owners (13F) 8 filers · $49.3M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (-1 vs prior Q) | 0 (-1 vs prior Q) | 5 (+2 vs prior Q) | 0 (0 vs prior Q) | +177K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Confluence Wealth Services, Inc. | $40,512,683 | 592,947 | 82.23% | Shares |
| ST GERMAIN D J CO INC | $5,074,856 | 74,276 | 10.30% | Shares |
| CRA Financial Services, LLC | $2,220,688 | 32,357 | 4.51% | Shares |
| GOLDMAN SACHS GROUP INC | $683,243 | 10,000 | 1.39% | Shares |
| Fiduciary Alliance LLC | $407,594 | 5,939 | 0.83% | Shares |
| CITADEL ADVISORS LLC | $287,304 | 4,205 | 0.58% | Shares |
| Ancora Advisors LLC | $59,096 | 865 | 0.12% | Shares |
| Hara Capital LLC | $20,497 | 300 | 0.04% | Shares |
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