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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 21,352 | 0.0% | 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% | 25,641 | 0.0% | 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% | 28,037 | 0.0% | 0.16% | -3.7% |
Q3 2017 | $1,180,000 | +2.8% | 28,037 | 0.0% | 0.16% | -0.6% |
Q2 2017 | $1,148,000 | +2.0% | 28,037 | 0.0% | 0.16% | +1.2% |
Q1 2017 | $1,126,000 | +2.8% | 28,037 | 0.0% | 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% | 27,114 | 0.0% | 0.15% | +4.1% |
Q1 2016 | $1,010,000 | +1.2% | 27,114 | 0.0% | 0.15% | +2.1% |
Q4 2015 | $998,000 | -0.4% | 27,114 | 0.0% | 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% | 22,417 | 0.0% | 0.12% | 0.0% |
Q2 2014 | $894,000 | +2.5% | 22,417 | -0.8% | 0.12% | +0.9% |
Q1 2014 | $872,000 | +1.8% | 22,588 | 0.0% | 0.11% | +1.8% |
Q4 2013 | $857,000 | -3.6% | 22,588 | -5.0% | 0.11% | -9.7% |
Q3 2013 | $889,000 | +3.0% | 23,765 | 0.0% | 0.12% | 0.0% |
Q2 2013 | $863,000 | – | 23,765 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CATAWBA CAPITAL MANAGEMENT /VA | 31,195 | $1,148,000 | 0.31% |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,114 | $998,000 | 0.14% |
Advocacy Wealth Management Services, LLC | 3,004 | $111,000 | 0.13% |
MOTCO | 939 | $35,000 | 0.00% |
REILLY FINANCIAL ADVISORS, LLC | 584 | $21,000 | 0.00% |
WealthPLAN Partners, LLC | 406 | $14,936,000 | 0.00% |