VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,186 | -3.6% | 3,735 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $372,691 | +1.4% | 3,735 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $367,449 | 0.0% | 3,735 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $367,449 | +10.3% | 3,735 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $333,000 | -7.5% | 3,735 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $360,000 | -6.7% | 3,735 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $386,000 | -3.0% | 3,735 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $398,000 | +5.0% | 3,735 | -3.9% | 0.00% | 0.0% |
| Q3 2021 | $379,000 | -0.8% | 3,885 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +5.2% | 3,885 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $363,000 | +4.3% | 3,885 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $348,000 | -2.0% | 3,885 | -9.8% | 0.01% | -16.7% |
| Q3 2020 | $355,000 | +4.4% | 4,305 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $340,000 | +10.4% | 4,305 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $308,000 | -22.0% | 4,305 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $395,000 | +2.9% | 4,305 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $384,000 | +4.3% | 4,305 | +1.2% | 0.01% | 0.0% |
| Q2 2019 | $368,000 | +52.7% | 4,255 | +46.0% | 0.01% | +75.0% |
| Q1 2019 | $241,000 | – | 2,915 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |