VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,412,000 | +12.7% | 13,229 | +5.4% | 0.04% | +2.4% |
| Q2 2021 | $1,253,000 | +5.6% | 12,556 | 0.0% | 0.04% | +2.4% |
| Q1 2021 | $1,187,000 | -14.4% | 12,556 | -29.2% | 0.04% | -22.6% |
| Q4 2020 | $1,386,000 | +23.6% | 17,739 | -2.3% | 0.05% | +10.4% |
| Q3 2020 | $1,121,000 | -32.7% | 18,154 | -35.5% | 0.05% | -40.7% |
| Q2 2020 | $1,666,000 | +138.0% | 28,151 | +215.6% | 0.08% | +145.5% |
| Q4 2019 | $700,000 | +6.4% | 8,919 | -2.2% | 0.03% | -2.9% |
| Q3 2019 | $658,000 | -65.9% | 9,119 | -65.7% | 0.03% | -67.9% |
| Q2 2019 | $1,932,000 | +14.7% | 26,619 | +14.1% | 0.11% | +9.3% |
| Q1 2019 | $1,685,000 | – | 23,335 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |