VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 17 filers reported holding VANGUARD WELLINGTON FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,485,000 | +9.6% | 12,131 | +13.6% | 0.00% | – |
| Q1 2024 | $1,355,000 | +41.6% | 10,682 | +28.1% | 0.00% | – |
| Q4 2023 | $957,000 | +19.0% | 8,337 | +7.0% | 0.00% | – |
| Q3 2023 | $804,000 | +8.8% | 7,788 | +9.5% | 0.00% | – |
| Q2 2023 | $739,000 | +13.0% | 7,110 | +7.6% | 0.00% | – |
| Q1 2023 | $654,000 | +42.2% | 6,607 | +42.1% | 0.00% | – |
| Q4 2022 | $460,000 | +86.2% | 4,649 | +65.0% | 0.00% | – |
| Q3 2022 | $247,000 | +66.9% | 2,818 | +70.1% | 0.00% | – |
| Q2 2022 | $148,000 | +134.9% | 1,657 | +173.4% | 0.00% | – |
| Q1 2022 | $63,000 | +96.9% | 606 | +106.1% | 0.00% | – |
| Q4 2021 | $32,000 | +10.3% | 294 | 0.0% | 0.00% | – |
| Q3 2021 | $29,000 | +314.3% | 294 | +320.0% | 0.00% | – |
| Q1 2021 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | -25.0% | 70 | -26.3% | 0.00% | – |
| Q4 2019 | $8,000 | +14.3% | 95 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | -46.2% | 95 | -45.7% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | -98.2% | 175 | -98.4% | 0.00% | – |
| Q4 2018 | $718,000 | +6427.3% | 10,630 | +8076.9% | 0.00% | – |
| Q3 2018 | $11,000 | +10.0% | 130 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | -99.0% | 130 | -99.0% | 0.00% | – |
| Q1 2018 | $959,000 | – | 12,525 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 225,755 | $19,813,000 | 3.17% |
| Opus Capital Group, LLC | 77,617 | $6,812,000 | 1.48% |
| Physician Wealth Advisors, Inc. | 8,523 | $798,000 | 0.24% |
| UMB Bank, n.a. | 143,792 | $12,620,000 | 0.21% |
| Cassia Capital Partners, LLC | 2,431 | $213,000 | 0.20% |
| Coastline Trust Co | 4,710 | $413,000 | 0.07% |
| St. James Investment Advisors, LLC | 200 | $18,000 | 0.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $219,000 | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 256,121 | $22,479,000 | 0.01% |
| Capital Advisors, Ltd. LLC | 760 | $67,000 | 0.01% |