VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,695 | -6.4% | 129,598 | +0.1% | 2.25% | -4.0% |
| Q2 2023 | $15,703 | +10.3% | 129,512 | +2.4% | 2.34% | +4.4% |
| Q1 2023 | $14,236 | +0.1% | 126,502 | +1.4% | 2.25% | -6.4% |
| Q4 2022 | $14,226 | -99.9% | 124,724 | +4.4% | 2.40% | +12.3% |
| Q3 2022 | $12,638,000 | +21.3% | 119,496 | +22.2% | 2.14% | +29.3% |
| Q2 2022 | $10,423,000 | +128.3% | 97,795 | +170.8% | 1.65% | +168.8% |
| Q1 2022 | $4,565,000 | – | 36,111 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |