VUSE β€” ETF SER SOLUTIONS

Ownership history in WILLNER & HELLER, LLC  Β·  6 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported ETF SER SOLUTIONS (VUSE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.74% in 2025 Q2. The latest visible filing shows VUSE at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WILLNER & HELLER, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VUSE was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WILLNER & HELLER, LLC held VUSE β€” position size vs. price
% of Fund (quarterly)    VUSE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,688 +395 +3.0% 0.65% $904K 2026-02-14 (Est.) $65.31
2025 Q3 REDUCED 13,293 -600 -4.3% 0.68% $883K 2025-10-16 $65.48
2025 Q2 ADDED 13,893 +1,378 +11.0% 0.74% $875K 2025-07-22 $62.92
2025 Q1 ADDED 12,515 +3,285 +35.6% 0.66% $709K 2025-05-05 $58.44
2024 Q4 ADDED 9,230 +3,011 +48.4% 0.47% $541K 2025-01-16 $59.63
2024 Q3 INITIATED 6,219 β€” β€” 0.32% $356K 2024-10-10 $57.31

FAQ About WILLNER & HELLER, LLC and VUSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has WILLNER & HELLER, LLC reported owning VUSE?

WILLNER & HELLER, LLC reported VUSE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VUSE position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for VUSE was 0.74% in 2025 Q2.

What is the latest reported VUSE position on this page?

The most recent filing on this page is 2025 Q4, when WILLNER & HELLER, LLC reported 13,688 shares, equal to 0.65% of portfolio, with an estimated market value of $904K.

What does the chart on this VUSE ownership page compare?

The chart compares WILLNER & HELLER, LLC's quarterly VUSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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