VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $313,218 | +1.0% | 3,130 | +0.6% | 0.04% | +2.7% |
Q2 2023 | $310,041 | -23.3% | 3,111 | -25.4% | 0.04% | -27.5% |
Q1 2023 | $404,476 | +12.7% | 4,171 | +1.0% | 0.05% | -1.9% |
Q3 2022 | $359,000 | -11.4% | 4,129 | -6.6% | 0.05% | -3.7% |
Q2 2022 | $405,000 | -66.9% | 4,419 | -62.7% | 0.05% | -64.0% |
Q1 2022 | $1,223,000 | +13.6% | 11,837 | +15.4% | 0.15% | +22.0% |
Q4 2021 | $1,077,000 | +35.8% | 10,253 | +27.9% | 0.12% | +15.0% |
Q3 2021 | $793,000 | – | 8,016 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |