VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 4 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
---|---|---|---|
Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |