VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,149,741 | -4.6% | 12,089 | -1.0% | 0.24% | -12.1% |
| Q4 2022 | $1,205,063 | +2.2% | 12,213 | -2.7% | 0.27% | -3.9% |
| Q3 2022 | $1,179,000 | -11.5% | 12,555 | -4.2% | 0.28% | -2.4% |
| Q2 2022 | $1,332,000 | -4.7% | 13,105 | -5.7% | 0.29% | -6.1% |
| Q1 2022 | $1,398,000 | +129.9% | 13,891 | +138.2% | 0.31% | +156.2% |
| Q4 2021 | $608,000 | +31.9% | 5,831 | +31.7% | 0.12% | +33.0% |
| Q3 2021 | $461,000 | +45.4% | 4,428 | +35.3% | 0.09% | +44.4% |
| Q2 2021 | $317,000 | +6.7% | 3,273 | +8.4% | 0.06% | +1.6% |
| Q1 2021 | $297,000 | – | 3,020 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |