Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 7 filers reported holding Vanguard Wellington Fd in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $393,236 | +2.0% | 5,144 | 0.0% | 0.10% | 0.0% |
| Q1 2024 | $385,571 | +5.0% | 5,144 | 0.0% | 0.10% | -2.1% |
| Q4 2023 | $367,309 | +8.9% | 5,144 | +3.8% | 0.10% | 0.0% |
| Q3 2023 | $337,256 | -3.6% | 4,956 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $349,944 | +3.6% | 4,956 | 0.0% | 0.10% | -3.0% |
| Q1 2023 | $337,901 | +2.8% | 4,956 | 0.0% | 0.10% | -4.8% |
| Q4 2022 | $328,732 | +6.7% | 4,956 | +6.0% | 0.10% | +1.0% |
| Q3 2022 | $308,000 | -5.5% | 4,676 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $326,000 | -10.7% | 4,676 | 0.0% | 0.10% | +9.7% |
| Q1 2022 | $365,000 | -6.9% | 4,676 | 0.0% | 0.09% | +1.1% |
| Q4 2021 | $392,000 | +6.5% | 4,676 | +6.8% | 0.09% | -4.2% |
| Q3 2021 | $368,000 | +0.8% | 4,378 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $365,000 | – | 4,378 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 77,956 | $5,519,000 | 0.76% |
| TOWER BRIDGE ADVISORS | 6,097 | $431,659,000 | 0.05% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 5,329 | $377,000 | 0.04% |
| FULTON BANK, N.A. | 6,158 | $436,000 | 0.03% |
| GOFEN & GLOSSBERG LLC /IL/ | 9,059 | $641,000 | 0.02% |
| NORTH STAR ASSET MANAGEMENT INC | 2,985 | $211,000 | 0.02% |