VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 76 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 | $663,721 | -5.3% | 5,870 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $700,526 | +0.8% | 5,870 | -4.9% | 0.01% | -14.3% |
| Q4 2023 | $695,174 | +11.0% | 6,170 | -1.4% | 0.01% | 0.0% |
| 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. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |