VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |