VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 11 filers reported holding VANGUARD WELLINGTON FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $210,000 | -32.0% | 3,103 | -13.3% | 0.00% | – |
| Q4 2019 | $309,000 | -3.1% | 3,578 | -9.4% | 0.00% | – |
| Q3 2019 | $319,000 | -2.1% | 3,951 | 0.0% | 0.00% | – |
| Q2 2019 | $326,000 | -20.5% | 3,951 | -23.6% | 0.00% | -100.0% |
| Q1 2019 | $410,000 | +12.9% | 5,169 | -3.0% | 0.00% | 0.0% |
| Q4 2018 | $363,000 | -40.6% | 5,328 | -24.5% | 0.00% | 0.0% |
| Q3 2018 | $611,000 | – | 7,059 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 140,988 | $15,866,607 | 2.28% |
| Strategic Financial Services, Inc, | 259,052 | $29,153,471 | 2.25% |
| CABOT WEALTH MANAGEMENT INC | 126,502 | $14,236 | 2.25% |
| RITHOLTZ WEALTH MANAGEMENT | 356,980 | $40,174,183 | 2.00% |
| Frisch Financial Group, Inc. | 38,003 | $4,277 | 1.66% |
| Systelligence, LLC | 40,110 | $4,513,935 | 1.16% |
| Armbruster Capital Management, Inc. | 35,015 | $3,940,550 | 1.01% |
| Nova R Wealth, Inc. | 12,110 | $1,362,902 | 0.92% |
| Andesa Financial Management Inc. | 25,476 | $1,433,521 | 0.74% |
| Seed Wealth Management, Inc. | 4,830 | $543,563 | 0.62% |