VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |