VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,000 | -2.0% | 9,087 | +1.6% | 0.00% | – |
| Q2 2023 | $892,000 | +24.8% | 8,943 | +23.1% | 0.00% | – |
| Q1 2023 | $715,000 | +10.7% | 7,264 | +10.5% | 0.00% | – |
| Q4 2022 | $646,000 | +61.5% | 6,574 | +46.5% | 0.00% | – |
| Q3 2022 | $400,000 | +44.4% | 4,488 | +55.7% | 0.00% | – |
| Q2 2022 | $277,000 | -8.3% | 2,883 | -1.1% | 0.00% | – |
| Q1 2022 | $302,000 | +4.1% | 2,916 | +7.2% | 0.00% | – |
| Q4 2021 | $290,000 | -21.2% | 2,719 | -27.8% | 0.00% | – |
| Q3 2021 | $368,000 | +20.7% | 3,764 | +21.5% | 0.00% | – |
| Q2 2021 | $305,000 | -12.1% | 3,098 | -16.6% | 0.00% | – |
| Q1 2021 | $347,000 | +24.4% | 3,714 | +19.1% | 0.00% | – |
| Q4 2020 | $279,000 | -47.3% | 3,118 | -51.4% | 0.00% | – |
| Q3 2020 | $529,000 | -5.4% | 6,421 | -9.1% | 0.00% | – |
| Q2 2020 | $559,000 | -14.0% | 7,064 | -22.2% | 0.00% | – |
| Q1 2020 | $650,000 | -32.6% | 9,080 | -13.5% | 0.00% | – |
| Q4 2019 | $965,000 | +57.9% | 10,503 | +53.5% | 0.00% | – |
| Q3 2019 | $611,000 | +79.2% | 6,841 | +73.5% | 0.00% | – |
| Q2 2019 | $341,000 | +321.0% | 3,943 | +303.2% | 0.00% | – |
| Q1 2019 | $81,000 | +12.5% | 978 | 0.0% | 0.00% | – |
| Q4 2018 | $72,000 | – | 978 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |