Vanguard Wellington Fd's ticker is and the CUSIP is 921935201.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 92,522 | $5,974,000 | 0.83% |
| TOWER BRIDGE ADVISORS | 3,768 | $243,324,000 | 0.04% |
| GOFEN & GLOSSBERG LLC /IL/ | 10,157 | $656,000 | 0.03% |
| GLENMEDE TRUST CO NA | 11,396 | $735,000 | 0.01% |