Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 5 filers reported holding Vanguard Wellington Fd in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,314,986 | +50.7% | 19,324 | +51.0% | 0.12% | +71.8% |
Q1 2023 | $872,724 | +2.8% | 12,800 | 0.0% | 0.07% | 0.0% |
Q4 2022 | $849,043 | -99.9% | 12,800 | 0.0% | 0.07% | -5.3% |
Q3 2022 | $843,411,000 | -5.4% | 12,800 | 0.0% | 0.08% | +2.7% |
Q2 2022 | $891,156,000 | -10.9% | 12,800 | 0.0% | 0.07% | +9.0% |
Q1 2022 | $999,958,000 | -6.8% | 12,800 | 0.0% | 0.07% | +1.5% |
Q4 2021 | $1,072,664,000 | +81.8% | 12,800 | +71.0% | 0.07% | +50.0% |
Q1 2021 | $589,868,000 | +3.5% | 7,486 | +0.7% | 0.04% | -4.3% |
Q4 2020 | $569,693,000 | +8.2% | 7,437 | +6.2% | 0.05% | -14.8% |
Q3 2020 | $526,496,000 | +5.9% | 7,001 | +0.5% | 0.05% | -3.6% |
Q2 2020 | $497,025,000 | +12.0% | 6,966 | +0.6% | 0.06% | -3.4% |
Q1 2020 | $443,669,000 | -13.8% | 6,927 | +0.8% | 0.06% | +7.4% |
Q4 2019 | $514,660,000 | +1.7% | 6,870 | +1.5% | 0.05% | -1.8% |
Q3 2019 | $506,220,000 | +5.4% | 6,768 | +0.7% | 0.06% | +1.9% |
Q2 2019 | $480,113,000 | +3.9% | 6,724 | +0.7% | 0.05% | 0.0% |
Q1 2019 | $462,039,000 | +8.7% | 6,678 | +0.7% | 0.05% | -1.8% |
Q4 2018 | $425,224,000 | -6.7% | 6,634 | +7.3% | 0.06% | +14.6% |
Q3 2018 | $455,952,000 | +4.8% | 6,183 | +0.7% | 0.05% | -2.0% |
Q2 2018 | $434,977,000 | +0.8% | 6,143 | +0.8% | 0.05% | +2.1% |
Q1 2018 | $431,659,000 | -1.9% | 6,097 | +0.6% | 0.05% | +2.1% |
Q4 2017 | $439,943,000 | +4.0% | 6,061 | +4.2% | 0.05% | -2.1% |
Q3 2017 | $422,922,000 | +3.9% | 5,819 | +1.1% | 0.05% | +2.1% |
Q2 2017 | $406,912,000 | +2.7% | 5,755 | +0.7% | 0.05% | +2.2% |
Q1 2017 | $396,369,000 | +3.4% | 5,715 | +0.6% | 0.05% | 0.0% |
Q4 2016 | $383,162,000 | +3.2% | 5,681 | +2.6% | 0.05% | +2.2% |
Q3 2016 | $371,332,000 | +2.5% | 5,537 | +0.7% | 0.04% | 0.0% |
Q2 2016 | $362,342,000 | +3.1% | 5,501 | +0.7% | 0.04% | +2.3% |
Q1 2016 | $351,528,000 | +1.9% | 5,463 | +0.6% | 0.04% | -2.2% |
Q4 2015 | $344,905,000 | +4.1% | 5,428 | +4.5% | 0.04% | -2.2% |
Q3 2015 | $331,468,000 | -4.1% | 5,192 | +0.7% | 0.05% | +4.5% |
Q2 2015 | $345,604,000 | -49.0% | 5,157 | -48.5% | 0.04% | -48.8% |
Q1 2015 | $678,232,000 | +96.9% | 10,006 | +96.4% | 0.09% | +104.8% |
Q4 2014 | $344,411,000 | +3.2% | 5,094 | +4.5% | 0.04% | 0.0% |
Q3 2014 | $333,834,000 | +0.1% | 4,873 | +0.6% | 0.04% | +2.4% |
Q2 2014 | $333,660,000 | +4.0% | 4,843 | +0.6% | 0.04% | 0.0% |
Q1 2014 | $320,824,000 | +2.4% | 4,814 | +0.7% | 0.04% | 0.0% |
Q4 2013 | $313,395,000 | +28.8% | 4,782 | +26.9% | 0.04% | +17.1% |
Q3 2013 | $243,324,000 | +3.6% | 3,768 | +0.6% | 0.04% | 0.0% |
Q2 2013 | $234,941,000 | – | 3,745 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ENCOMPASS WEALTH ADVISORS, LLC | 16,017 | $1,344,000 | 0.35% |
NORTHSTAR ASSET MANAGEMENT Co LLC | 4,378 | $368,000 | 0.10% |
JB Capital LLC | 2,699 | $227,000 | 0.03% |
Grassi Investment Management | 2,399 | $201,000 | 0.02% |
GOFEN & GLOSSBERG LLC /IL/ | 11,815 | $992,000 | 0.02% |
EQUITABLE TRUST CO | 3,459 | $290,000 | 0.02% |