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

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 18 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2020
NameSharesValueWeighting ↓
CABOT WEALTH MANAGEMENT INC 124,724$14,2262.40%
ANDERSON HOAGLAND & CO 138,019$15,879,1142.31%
Strategic Financial Services, Inc, 252,290$28,776,2422.30%
RITHOLTZ WEALTH MANAGEMENT 345,507$39,408,5512.20%
Meredith Wealth Planning 21,222$2,420,5832.08%
Frisch Financial Group, Inc. 35,253$4,0211.51%
Systelligence, LLC 38,481$4,389,1431.14%
Nova R Wealth, Inc. 11,131$1,269,5510.93%
Silicon Hills Wealth Management, LLC 9,584$1,093,1960.81%
Armbruster Capital Management, Inc. 26,390$3,010,0430.78%
View complete list of VANGUARD WELLINGTON FD shareholders