OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - Vanguard/Wellington Fd ownership

Vanguard/Wellington Fd's ticker is and the CUSIP is 921935102. A total of 3 filers reported holding Vanguard/Wellington Fd in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of Vanguard/Wellington Fd
ValueSharesWeighting
Q4 2020$778,000
-11.0%
17,530
-12.7%
0.10%
-46.0%
Q3 2020$874,000
-0.9%
20,069
-6.0%
0.18%
-6.9%
Q2 2020$882,000
+11.4%
21,3520.0%0.19%
-8.3%
Q1 2020$792,000
-26.5%
21,352
-14.1%
0.21%
-5.5%
Q4 2019$1,078,000
-0.8%
24,848
-3.1%
0.22%0.0%
Q3 2019$1,087,000
+2.5%
25,6410.0%0.22%
+7.4%
Q2 2019$1,060,000
+2.2%
25,641
-1.0%
0.20%0.0%
Q1 2019$1,037,000
-4.2%
25,889
-11.3%
0.20%
+25.3%
Q4 2018$1,083,000
-13.4%
29,181
-0.3%
0.16%
+1.2%
Q3 2018$1,250,000
+3.8%
29,278
-0.3%
0.16%
-2.4%
Q2 2018$1,204,000
-2.4%
29,376
-2.3%
0.16%
-3.5%
Q1 2018$1,233,000
+4.7%
30,075
+7.3%
0.17%
+9.0%
Q4 2017$1,178,000
-0.2%
28,0370.0%0.16%
-3.7%
Q3 2017$1,180,000
+2.8%
28,0370.0%0.16%
-0.6%
Q2 2017$1,148,000
+2.0%
28,0370.0%0.16%
+1.2%
Q1 2017$1,126,000
+2.8%
28,0370.0%0.16%
+0.6%
Q4 2016$1,095,000
+5.5%
28,037
+4.9%
0.16%
+3.2%
Q3 2016$1,038,000
+0.4%
26,734
-1.4%
0.16%
+0.6%
Q2 2016$1,034,000
+2.4%
27,1140.0%0.15%
+4.1%
Q1 2016$1,010,000
+1.2%
27,1140.0%0.15%
+2.1%
Q4 2015$998,000
-0.4%
27,1140.0%0.14%
-1.4%
Q3 2015$1,002,000
-5.4%
27,114
-0.7%
0.15%
+3.5%
Q2 2015$1,059,000
+14.2%
27,296
+15.6%
0.14%
+16.4%
Q1 2015$927,000
-2.8%
23,617
-3.1%
0.12%
+6.1%
Q4 2014$954,000
+7.3%
24,366
+8.7%
0.12%0.0%
Q3 2014$889,000
-0.6%
22,4170.0%0.12%0.0%
Q2 2014$894,000
+2.5%
22,417
-0.8%
0.12%
+0.9%
Q1 2014$872,000
+1.8%
22,5880.0%0.11%
+1.8%
Q4 2013$857,000
-3.6%
22,588
-5.0%
0.11%
-9.7%
Q3 2013$889,000
+3.0%
23,7650.0%0.12%0.0%
Q2 2013$863,00023,7650.12%
Other shareholders
Vanguard/Wellington Fd shareholders Q3 2019
NameSharesValueWeighting ↓
Strategic Investment Solutions, Inc. /IL 236,187$9,629,8220.12%
Coston, McIsaac & Partners 2,017$790.03%
View complete list of Vanguard/Wellington Fd shareholders