VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 65 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $274,262 | +15.2% | 1,813 | 0.0% | 0.40% | +9.7% |
| Q4 2023 | $238,015 | -5.6% | 1,813 | -18.4% | 0.36% | -11.5% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 23,516 | $2,914,000 | 6.75% |
| Strategic Financial Services, Inc. | 187,380 | $23,220,000 | 1.96% |
| ANDERSON HOAGLAND & CO | 51,071 | $6,329,000 | 0.90% |
| Fortis Advisors, LLC | 6,410 | $794,000 | 0.56% |
| Armbruster Capital Management, Inc. | 14,925 | $1,849,000 | 0.55% |
| Edge Capital Group, LLC | 36,066 | $4,469,000 | 0.37% |
| Fulcrum Equity Management | 2,828 | $350,000 | 0.14% |
| Graypoint LLC | 5,603 | $694,000 | 0.11% |
| Physician Wealth Advisors, Inc. | 1,762 | $223,000 | 0.07% |
| Chicago Partners Investment Group LLC | 4,052 | $525,000 | 0.04% |