VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 76 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,031,000 | -12.6% | 9,116 | -7.7% | 0.00% | – |
| Q1 2024 | $1,179,000 | +11.3% | 9,880 | +5.1% | 0.00% | – |
| Q4 2023 | $1,059,000 | +26.1% | 9,404 | +12.0% | 0.00% | – |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |