COBBLESTONE CAPITAL ADVISORS LLC /NY/ - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 55 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$275,160
+9.7%
2,450
+11.4%
0.02%
+11.1%
Q2 2023$250,941
+5.3%
2,2000.0%0.02%0.0%
Q1 2023$238,3262,2000.02%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 168,016$16,004,0004.56%
Compass Advisory Group LLC 78,136$7,442,0004.17%
GYL FINANCIAL SYNERGIES, LLC 97,117$9,250,0002.52%
Curran Financial Partners, LLC 27,306$2,601,0001.32%
Professional Financial Advisors, LLC 20,681$1,970,0001.22%
Symmetry Partners, LLC 116,640$11,110,0000.75%
INTERACTIVE FINANCIAL ADVISORS, INC. 8,220$783,0000.46%
Andesa Financial Management Inc. 12,000$1,144,0000.40%
Capital Advisors, Ltd. LLC 19,755$1,882,0000.37%
Coastline Trust Co 16,586$1,580,0000.25%
View complete list of VANGUARD WELLINGTON FD shareholders