VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |