RAYMOND JAMES TRUST N.A. - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q1 2021$663,000
-47.9%
5,350
-63.9%
0.02%
-62.9%
Q2 2020$1,273,000
+170.3%
14,809
+149.4%
0.06%
+129.6%
Q1 2019$471,0005,9370.03%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 269,274$30,532,8352.38%
CABOT WEALTH MANAGEMENT INC 129,598$14,6952.25%
ANDERSON HOAGLAND & CO 140,233$15,900,9552.13%
RITHOLTZ WEALTH MANAGEMENT 405,551$45,985,1702.06%
LINCOLN CAPITAL CORP 28,570$3,239,4801.74%
Frisch Financial Group, Inc. 27,818$3,1541.28%
Nova R Wealth, Inc. 13,761$1,560,4041.08%
Armbruster Capital Management, Inc. 36,290$4,114,8981.04%
DAVIDSON INVESTMENT ADVISORS 95,907$10,874,8280.69%
Journey Advisory Group, LLC 30,372$3,443,8100.51%
View complete list of VANGUARD WELLINGTON FD shareholders