VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 4 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,012 | -1.5% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $593,132 | +5.3% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $563,316 | +3.3% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $545,215 | +10.1% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $495,000 | -2.8% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $509,000 | -15.7% | 5,200 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $604,000 | -12.0% | 5,200 | -4.3% | 0.01% | 0.0% |
| Q4 2021 | $686,000 | +8.0% | 5,435 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $635,000 | -1.7% | 5,435 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $646,000 | +5.9% | 5,435 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $610,000 | +12.5% | 5,435 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $542,000 | +16.8% | 5,435 | -2.7% | 0.01% | 0.0% |
| Q3 2020 | $464,000 | +5.7% | 5,585 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $439,000 | +23.7% | 5,585 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $355,000 | -28.3% | 5,585 | -2.3% | 0.01% | -12.5% |
| Q4 2019 | $495,000 | +15.1% | 5,715 | +5.7% | 0.01% | 0.0% |
| Q3 2019 | $430,000 | +0.9% | 5,405 | +1.1% | 0.01% | 0.0% |
| Q2 2019 | $426,000 | +36.1% | 5,345 | +35.5% | 0.01% | +60.0% |
| Q1 2019 | $313,000 | +19.0% | 3,945 | +4.8% | 0.01% | 0.0% |
| Q4 2018 | $263,000 | – | 3,765 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |