VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $697,293 | -2.1% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $712,036 | +8.3% | 5,200 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $657,643 | +12.6% | 5,200 | 0.0% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 70,612 | $9,468,761 | 7.08% |
| Armbruster Capital Management, Inc. | 182,552 | $24,479,321 | 5.08% |
| Systelligence, LLC | 127,162 | $17,051,776 | 4.54% |
| Hobart Private Capital, LLC | 59,046 | $7,917,767 | 2.25% |
| BEACON FINANCIAL PLANNING, INC | 13,977 | $1,874,301 | 1.27% |
| Professional Financial Advisors, LLC | 24,014 | $3,220,175 | 0.89% |
| GYL FINANCIAL SYNERGIES, LLC | 67,379 | $9,035,176 | 0.70% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,326 | $1,116,474 | 0.62% |
| Symmetry Partners, LLC | 72,716 | $9,751 | 0.50% |
| Journey Advisory Group, LLC | 30,691 | $4,115,507 | 0.49% |