VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,463,986 | +7.4% | 46,419 | +11.5% | 0.05% | +4.2% |
| Q2 2023 | $4,155,341 | +6.4% | 41,644 | +4.9% | 0.05% | 0.0% |
| Q1 2023 | $3,905,140 | +2.3% | 39,694 | +2.3% | 0.05% | -5.9% |
| Q4 2022 | $3,815,714 | +10.9% | 38,785 | +0.5% | 0.05% | -3.8% |
| Q3 2022 | $3,441,000 | -0.7% | 38,595 | +7.3% | 0.05% | +1.9% |
| Q2 2022 | $3,464,000 | -1.8% | 35,963 | +5.5% | 0.05% | +8.3% |
| Q1 2022 | $3,527,000 | +202.0% | 34,081 | +211.1% | 0.05% | +166.7% |
| Q4 2021 | $1,168,000 | +3.2% | 10,954 | -5.4% | 0.02% | -5.3% |
| Q3 2021 | $1,132,000 | -20.7% | 11,584 | -20.2% | 0.02% | -26.9% |
| Q2 2021 | $1,427,000 | +196.1% | 14,524 | +181.7% | 0.03% | +160.0% |
| Q1 2021 | $482,000 | +4.6% | 5,156 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $461,000 | +8.5% | 5,156 | 0.0% | 0.01% | +57.1% |
| Q3 2020 | $425,000 | +4.2% | 5,156 | 0.0% | 0.01% | -41.7% |
| Q2 2020 | $408,000 | +39.7% | 5,156 | +26.4% | 0.01% | +33.3% |
| Q1 2020 | $292,000 | – | 4,079 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |