VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226,000 | -25.5% | 10,817 | -20.3% | 0.00% | – |
| Q2 2023 | $1,646,000 | -11.8% | 13,579 | -18.1% | 0.00% | -100.0% |
| Q1 2023 | $1,866,000 | -6.9% | 16,586 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $2,004,000 | +6.8% | 17,570 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $1,877,000 | +1.5% | 17,750 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $1,850,000 | -14.3% | 17,356 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $2,159,000 | +0.8% | 17,079 | +6.2% | 0.00% | – |
| Q4 2021 | $2,142,000 | +5.6% | 16,085 | +2.0% | 0.00% | -100.0% |
| Q3 2021 | $2,029,000 | +6.1% | 15,772 | +8.4% | 0.00% | 0.0% |
| Q2 2021 | $1,913,000 | +8.3% | 14,550 | +2.1% | 0.00% | 0.0% |
| Q1 2021 | $1,766,000 | +13.5% | 14,255 | +3.2% | 0.00% | – |
| Q4 2020 | $1,556,000 | +16.0% | 13,807 | -2.3% | 0.00% | – |
| Q3 2020 | $1,341,000 | +16.1% | 14,125 | +5.2% | 0.00% | – |
| Q2 2020 | $1,155,000 | +24.6% | 13,433 | -2.2% | 0.00% | – |
| Q1 2020 | $927,000 | -23.5% | 13,730 | -2.1% | 0.00% | – |
| Q4 2019 | $1,211,000 | +9.8% | 14,030 | +2.8% | 0.00% | – |
| Q3 2019 | $1,103,000 | +8.5% | 13,654 | +10.6% | 0.00% | – |
| Q2 2019 | $1,017,000 | +17.8% | 12,344 | +13.4% | 0.00% | – |
| Q1 2019 | $863,000 | +11.5% | 10,889 | -4.1% | 0.00% | – |
| Q4 2018 | $774,000 | +15.5% | 11,351 | +46.7% | 0.00% | – |
| Q3 2018 | $670,000 | +233.3% | 7,736 | +211.3% | 0.00% | – |
| Q2 2018 | $201,000 | +1240.0% | 2,485 | +1207.9% | 0.00% | – |
| Q1 2018 | $15,000 | – | 190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 140,988 | $15,866,607 | 2.28% |
| Strategic Financial Services, Inc, | 259,052 | $29,153,471 | 2.25% |
| CABOT WEALTH MANAGEMENT INC | 126,502 | $14,236 | 2.25% |
| RITHOLTZ WEALTH MANAGEMENT | 356,980 | $40,174,183 | 2.00% |
| Frisch Financial Group, Inc. | 38,003 | $4,277 | 1.66% |
| Systelligence, LLC | 40,110 | $4,513,935 | 1.16% |
| Armbruster Capital Management, Inc. | 35,015 | $3,940,550 | 1.01% |
| Nova R Wealth, Inc. | 12,110 | $1,362,902 | 0.92% |
| Andesa Financial Management Inc. | 25,476 | $1,433,521 | 0.74% |
| Seed Wealth Management, Inc. | 4,830 | $543,563 | 0.62% |