VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 429,032 | $48,339,057 | 11.01% |
| Fortis Advisors, LLC | 56,189 | $6,330,856 | 4.30% |
| ANDERSON HOAGLAND & CO | 250,128 | $27,246,447 | 3.34% |
| MorganRosel Wealth Management, LLC | 55,724 | $6,278,423 | 2.43% |
| Smart Money Group LLC | 34,175 | $3,850,553 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 27,291 | $3,074,822 | 1.52% |
| Symmetry Partners, LLC | 193,944 | $22,001 | 1.19% |
| RWA WEALTH PARTNERS, LLC | 617,620 | $69,587,288 | 0.99% |
| Rockingstone Advisors LLC | 12,370 | $1,393,728 | 0.78% |
| Stokes Family Office, LLC | 38,868 | $4,379,232 | 0.59% |