VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,109,000 | -2.0% | 11,647 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $1,132,000 | -15.7% | 11,557 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,343,000 | -7.4% | 11,557 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $1,451,000 | +8.3% | 11,493 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $1,340,000 | -1.5% | 11,467 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $1,360,000 | +6.0% | 11,438 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,283,000 | -43.3% | 11,438 | -49.7% | 0.00% | 0.0% |
| Q4 2020 | $2,264,000 | +139.8% | 22,720 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $944,000 | -33.8% | 11,360 | -37.4% | 0.00% | -33.3% |
| Q2 2020 | $1,426,000 | – | 18,160 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 147,740 | $16,851,786 | 6.27% |
| Armbruster Capital Management, Inc. | 179,764 | $20,504,517 | 5.05% |
| Professional Financial Advisors, LLC | 21,983 | $2,507,478 | 1.30% |
| GYL FINANCIAL SYNERGIES, LLC | 74,229 | $8,466,834 | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,767 | $1,114,061 | 0.76% |
| Symmetry Partners, LLC | 102,940 | $11,742 | 0.62% |
| Capital Advisors, Ltd. LLC | 16,998 | $1,939 | 0.29% |
| Coastline Trust Co | 16,591 | $1,892,432 | 0.26% |
| Pure Financial Advisors, LLC | 42,558 | $4,854,354 | 0.21% |
| Compass Advisory Group LLC | 3,208 | $365,888 | 0.19% |