VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 76 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $989,135 | -5.3% | 8,748 | 0.0% | 0.01% | -6.7% |
| Q1 2024 | $1,043,985 | +6.3% | 8,748 | +0.4% | 0.02% | -6.2% |
| Q4 2023 | $981,917 | +13.1% | 8,715 | +0.5% | 0.02% | +6.7% |
| Q3 2023 | $867,892 | +0.9% | 8,672 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $860,476 | +3.4% | 8,635 | +0.6% | 0.02% | 0.0% |
| Q1 2023 | $832,583 | +2.5% | 8,586 | +4.3% | 0.02% | -6.2% |
| Q4 2022 | $812,349 | – | 8,233 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |