Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 7 filers reported holding Vanguard Wellington Fd in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,190,997 | -3.6% | 17,502 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,235,801 | +3.6% | 17,502 | 0.0% | 0.07% | -2.9% |
| Q1 2023 | $1,193,272 | +450.8% | 17,502 | +435.9% | 0.07% | +438.5% |
| Q4 2022 | $216,634 | -45.0% | 3,266 | -38.8% | 0.01% | -59.4% |
| Q3 2018 | $394,000 | +16.2% | 5,338 | +11.5% | 0.03% | +10.3% |
| Q2 2018 | $339,000 | +60.7% | 4,789 | +60.4% | 0.03% | +52.6% |
| Q1 2018 | $211,000 | – | 2,985 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds, LLC. | 31,144 | $2,237,405 | 1.44% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 4,956 | $328,732 | 0.10% |
| RE Dickinson Investment Advisors, LLC | 2,960 | $196 | 0.08% |
| Wallington Asset Management, LLC | 5,424 | $360 | 0.08% |
| TOWER BRIDGE ADVISORS | 12,800 | $849,043 | 0.07% |
| Coston, McIsaac & Partners | 1,034 | $68 | 0.03% |
| GOFEN & GLOSSBERG LLC /IL/ | 11,893 | $789 | 0.02% |
| NORTH STAR ASSET MANAGEMENT INC | 3,266 | $216,634 | 0.01% |