VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 34 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. 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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 203,917 | $16,813,000 | 1.73% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 10,701 | $882,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 11,988 | $988,000 | 0.07% |
| Graypoint LLC | 2,827 | $233,000 | 0.04% |
| Autus Asset Management, LLC | 2,665 | $220,000 | 0.03% |
| Kestra Advisory Services, LLC | 10,256 | $729,000,000 | 0.01% |
| IFP Advisors, Inc | 2,379 | $196,000 | 0.01% |
| SRS Capital Advisors, Inc. | 708 | $58,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,471 | $2,264,000 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 5,156 | $425,000 | 0.01% |