VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,031 | -1.1% | 2,223 | +5.7% | 0.41% | +6.8% |
| Q2 2023 | $254,959 | +7.7% | 2,103 | 0.0% | 0.38% | +1.9% |
| Q1 2023 | $236,641 | -9.3% | 2,103 | -8.1% | 0.38% | -8.8% |
| Q4 2022 | $260,956 | -11.8% | 2,288 | -18.4% | 0.41% | -21.6% |
| Q3 2022 | $296,000 | -29.0% | 2,803 | -28.4% | 0.52% | -26.3% |
| Q2 2022 | $417,000 | -21.9% | 3,913 | -7.3% | 0.71% | -8.3% |
| Q1 2022 | $534,000 | -5.3% | 4,223 | -0.4% | 0.78% | -1.0% |
| Q4 2021 | $564,000 | – | 4,239 | – | 0.78% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |