VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,000 | +4.6% | 8,394 | +4.2% | 0.00% | – |
| Q2 2023 | $803,000 | +6.4% | 8,054 | +3.5% | 0.00% | – |
| Q1 2023 | $755,000 | -61.6% | 7,781 | -61.0% | 0.00% | -100.0% |
| Q4 2022 | $1,967,000 | +234.0% | 19,931 | +194.0% | 0.00% | – |
| Q3 2022 | $589,000 | -22.7% | 6,779 | -18.7% | 0.00% | – |
| Q2 2022 | $762,000 | -47.3% | 8,340 | -38.5% | 0.00% | – |
| Q1 2022 | $1,447,000 | +33.6% | 13,561 | +31.6% | 0.00% | – |
| Q4 2021 | $1,083,000 | +488.6% | 10,303 | +453.3% | 0.00% | – |
| Q3 2021 | $184,000 | -93.9% | 1,862 | -93.9% | 0.00% | -100.0% |
| Q2 2021 | $3,041,000 | +5637.7% | 30,482 | +5333.5% | 0.00% | – |
| Q1 2021 | $53,000 | -76.3% | 561 | -80.5% | 0.00% | – |
| Q4 2020 | $224,000 | -38.3% | 2,872 | -51.2% | 0.00% | – |
| Q3 2020 | $363,000 | -54.3% | 5,880 | -56.2% | 0.00% | – |
| Q2 2020 | $795,000 | +44.8% | 13,435 | +15.7% | 0.00% | – |
| Q1 2020 | $549,000 | +2645.0% | 11,614 | +4123.3% | 0.00% | – |
| Q2 2019 | $20,000 | -56.5% | 275 | -57.2% | 0.00% | – |
| Q1 2019 | $46,000 | -93.0% | 643 | -93.7% | 0.00% | – |
| Q4 2018 | $654,000 | +131.9% | 10,224 | +189.5% | 0.00% | – |
| Q3 2018 | $282,000 | +40.3% | 3,532 | +38.0% | 0.00% | – |
| Q2 2018 | $201,000 | +1335.7% | 2,560 | +1247.4% | 0.00% | – |
| Q1 2018 | $14,000 | – | 190 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |