Vanguard Wellington Fd's ticker is and the CUSIP is 921935201.
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 ↓ |
|---|---|---|---|
| ENCOMPASS WEALTH ADVISORS, LLC | 16,017 | $1,344,000 | 0.35% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 4,378 | $368,000 | 0.10% |
| JB Capital LLC | 2,699 | $227,000 | 0.03% |
| Grassi Investment Management | 2,399 | $201,000 | 0.02% |
| GOFEN & GLOSSBERG LLC /IL/ | 11,815 | $992,000 | 0.02% |
| EQUITABLE TRUST CO | 3,459 | $290,000 | 0.02% |