VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 58 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |