VANGUARD/WELLESLEY IN's ticker is and the CUSIP is 921938205. A total of 4 filers reported holding VANGUARD/WELLESLEY IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $364,117 | -0.1% | 6,120 | 0.0% | 0.06% | -6.2% |
| Q1 2023 | $364,301 | +81.2% | 6,120 | +89.8% | 0.06% | +85.7% |
| Q2 2022 | $201,000 | -7.4% | 3,224 | 0.0% | 0.04% | +6.1% |
| Q1 2022 | $217,000 | -4.0% | 3,224 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $226,000 | +2.3% | 3,224 | +3.6% | 0.03% | -5.6% |
| Q3 2021 | $221,000 | -0.5% | 3,112 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $222,000 | +3.7% | 3,112 | 0.0% | 0.04% | -5.1% |
| Q1 2021 | $214,000 | 0.0% | 3,112 | 0.0% | 0.04% | -7.1% |
| Q4 2020 | $214,000 | +4.9% | 3,112 | +1.7% | 0.04% | -8.7% |
| Q3 2020 | $204,000 | +2.0% | 3,061 | 0.0% | 0.05% | -4.2% |
| Q2 2020 | $200,000 | -1.5% | 3,061 | 0.0% | 0.05% | +2.1% |
| Q4 2019 | $203,000 | -15.1% | 3,061 | -16.3% | 0.05% | -20.3% |
| Q4 2017 | $239,000 | +1.3% | 3,655 | +0.1% | 0.06% | -1.7% |
| Q3 2017 | $236,000 | +0.4% | 3,652 | -1.3% | 0.06% | -1.6% |
| Q2 2017 | $235,000 | -4.1% | 3,699 | -5.6% | 0.06% | -9.0% |
| Q1 2017 | $245,000 | -3.9% | 3,918 | -5.4% | 0.07% | -5.6% |
| Q4 2016 | $255,000 | -1.5% | 4,141 | +1.1% | 0.07% | -4.1% |
| Q3 2016 | $259,000 | +0.4% | 4,097 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $258,000 | +0.8% | 4,097 | -2.1% | 0.07% | -3.9% |
| Q1 2016 | $256,000 | +0.8% | 4,187 | -2.0% | 0.08% | -1.3% |
| Q4 2015 | $254,000 | +0.4% | 4,271 | +0.9% | 0.08% | -2.5% |
| Q3 2015 | $253,000 | -5.9% | 4,234 | -4.1% | 0.08% | +2.6% |
| Q2 2015 | $269,000 | -4.9% | 4,416 | -2.8% | 0.08% | -8.2% |
| Q1 2015 | $283,000 | -1.4% | 4,543 | -2.1% | 0.08% | -2.3% |
| Q4 2014 | $287,000 | +1.4% | 4,640 | +1.8% | 0.09% | -6.5% |
| Q3 2014 | $283,000 | -1.0% | 4,559 | 0.0% | 0.09% | +10.7% |
| Q2 2014 | $286,000 | +1.4% | 4,559 | -1.0% | 0.08% | -1.2% |
| Q1 2014 | $282,000 | +1.8% | 4,606 | 0.0% | 0.08% | -5.6% |
| Q4 2013 | $277,000 | +3.0% | 4,606 | +2.8% | 0.09% | -7.2% |
| Q3 2013 | $269,000 | +0.7% | 4,482 | 0.0% | 0.10% | -2.0% |
| Q2 2013 | $267,000 | – | 4,482 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 11,539 | $792,000 | 0.09% |
| TRUST CO OF TOLEDO NA /OH/ | 3,112 | $214,000 | 0.04% |
| TOWER BRIDGE ADVISORS | 4,985 | $342,095,000 | 0.03% |
| DIVIDEND ASSETS CAPITAL, LLC | 292 | $20,000 | 0.00% |