Who owns VUSV?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VUSV from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 718,334 shares of VUSV worth $49.1M; the largest disclosed holder is Confluence Wealth Services, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$49.1M
value, 2026 filers
718,334
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VUSV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 592,947 | $40.5M | 1.2% | — | +36.9% |
| 2 | ST GERMAIN D J CO INC | 74,276 | $5.1M | 0.2% | — | +0.8% |
| 3 | CRA Financial Services, LLC | 30,452 | $2.1M | 0.2% | — | +4.4% |
| 4 | GOLDMAN SACHS GROUP INCNEW | 10,000 | $683,243 | 0.0% | — | new |
| 5 | Fiduciary Alliance LLC | 5,289 | $361,367 | 0.0% | — | +17.5% |
| 6 | CITADEL ADVISORS LLCNEW | 4,205 | $287,304 | 0.0% | — | new |
| 7 | Ancora Advisors LLC | 865 | $59,096 | 0.0% | — | +125.3% |
| 8 | Hara Capital LLC | 300 | $20,497 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.