VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $731,639 | -1.7% | 7,545 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $744,465 | +15.4% | 7,545 | +1.5% | 0.00% | 0.0% |
| Q3 2022 | $645,000 | -7.7% | 7,433 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $699,000 | -26.4% | 7,653 | -14.0% | 0.00% | 0.0% |
| Q1 2022 | $950,000 | -48.0% | 8,898 | -48.8% | 0.00% | 0.0% |
| Q4 2021 | $1,826,000 | +12.0% | 17,376 | +5.4% | 0.00% | 0.0% |
| Q3 2021 | $1,630,000 | +2.2% | 16,485 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $1,595,000 | +11.5% | 15,988 | +5.6% | 0.00% | 0.0% |
| Q1 2021 | $1,431,000 | +484.1% | 15,145 | +384.8% | 0.00% | – |
| Q4 2019 | $245,000 | +18.4% | 3,124 | +9.1% | 0.00% | – |
| Q3 2019 | $207,000 | -0.5% | 2,864 | 0.0% | 0.00% | – |
| Q2 2019 | $208,000 | – | 2,864 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |