VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,874,828 | +10.9% | 95,907 | +18.5% | 0.69% | +12.0% |
| Q2 2023 | $9,809,909 | +20.0% | 80,910 | +11.4% | 0.62% | +15.7% |
| Q1 2023 | $8,171,900 | +20.2% | 72,614 | +21.9% | 0.54% | +1.1% |
| Q4 2022 | $6,795,809 | +29.1% | 59,581 | +19.8% | 0.53% | +19.7% |
| Q3 2022 | $5,262,000 | +55.6% | 49,750 | +56.8% | 0.44% | +53.5% |
| Q2 2022 | $3,381,000 | -22.3% | 31,719 | -7.8% | 0.29% | -8.9% |
| Q1 2022 | $4,350,000 | +19.5% | 34,413 | +25.8% | 0.32% | +21.5% |
| Q4 2021 | $3,641,000 | – | 27,346 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |