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 ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |