VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 58 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |