VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 12 filers reported holding VANGUARD WELLINGTON FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,000 | +44.2% | 3,890 | +46.7% | 0.00% | – |
| Q2 2023 | $303,000 | -57.5% | 2,652 | -59.7% | 0.00% | – |
| Q1 2023 | $713,000 | +140.9% | 6,583 | +132.7% | 0.00% | – |
| Q4 2022 | $296,000 | +9.6% | 2,829 | -0.2% | 0.00% | – |
| Q3 2022 | $270,000 | -2.2% | 2,836 | +0.7% | 0.00% | – |
| Q2 2022 | $276,000 | -23.8% | 2,816 | -9.7% | 0.00% | – |
| Q1 2022 | $362,000 | -42.8% | 3,117 | -37.9% | 0.00% | – |
| Q4 2021 | $633,000 | +116.8% | 5,016 | +100.9% | 0.00% | – |
| Q3 2021 | $292,000 | -1.7% | 2,497 | 0.0% | 0.00% | – |
| Q2 2021 | $297,000 | +6.1% | 2,497 | 0.0% | 0.00% | – |
| Q1 2021 | $280,000 | +14.3% | 2,497 | +1.5% | 0.00% | – |
| Q4 2020 | $245,000 | +27.6% | 2,460 | +6.3% | 0.00% | – |
| Q3 2020 | $192,000 | +31.5% | 2,315 | +24.8% | 0.00% | – |
| Q2 2020 | $146,000 | +67.8% | 1,855 | +35.4% | 0.00% | – |
| Q1 2020 | $87,000 | +17.6% | 1,370 | +59.3% | 0.00% | – |
| Q4 2019 | $74,000 | +270.0% | 860 | +249.6% | 0.00% | – |
| Q3 2019 | $20,000 | -33.3% | 246 | -35.3% | 0.00% | – |
| Q2 2019 | $30,000 | 0.0% | 380 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | -30.2% | 380 | -39.0% | 0.00% | – |
| Q4 2018 | $43,000 | +104.8% | 623 | +156.4% | 0.00% | – |
| Q3 2018 | $21,000 | – | 243 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 168,016 | $16,004,000 | 4.56% |
| Compass Advisory Group LLC | 78,136 | $7,442,000 | 4.17% |
| GYL FINANCIAL SYNERGIES, LLC | 97,117 | $9,250,000 | 2.52% |
| Curran Financial Partners, LLC | 27,306 | $2,601,000 | 1.32% |
| Professional Financial Advisors, LLC | 20,681 | $1,970,000 | 1.22% |
| Symmetry Partners, LLC | 116,640 | $11,110,000 | 0.75% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,220 | $783,000 | 0.46% |
| Andesa Financial Management Inc. | 12,000 | $1,144,000 | 0.40% |
| Capital Advisors, Ltd. LLC | 19,755 | $1,882,000 | 0.37% |
| Coastline Trust Co | 16,586 | $1,580,000 | 0.25% |