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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |