VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $626,501 | +0.4% | 6,260 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $623,809 | +2.9% | 6,260 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $605,975 | -1.9% | 6,260 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $617,824 | +13.6% | 6,260 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $544,000 | -6.4% | 6,260 | -1.6% | 0.01% | 0.0% |
| Q2 2022 | $581,000 | -14.4% | 6,360 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $679,000 | -0.4% | 6,360 | -2.1% | 0.01% | 0.0% |
| Q4 2021 | $682,000 | +6.2% | 6,495 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $642,000 | -0.9% | 6,495 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $648,000 | +5.5% | 6,495 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $614,000 | +21.1% | 6,495 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $507,000 | +24.0% | 6,495 | -2.0% | 0.01% | +14.3% |
| Q3 2020 | $409,000 | +4.3% | 6,625 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $392,000 | +25.2% | 6,625 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $313,000 | -39.7% | 6,625 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $519,000 | +11.4% | 6,625 | +2.7% | 0.01% | 0.0% |
| Q3 2019 | $466,000 | +2.6% | 6,450 | +3.2% | 0.01% | 0.0% |
| Q2 2019 | $454,000 | +27.5% | 6,250 | +26.6% | 0.01% | +33.3% |
| Q1 2019 | $356,000 | +33.8% | 4,935 | +18.6% | 0.01% | +20.0% |
| Q4 2018 | $266,000 | +29.1% | 4,160 | +61.6% | 0.01% | +25.0% |
| Q3 2018 | $206,000 | – | 2,575 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |