VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |