VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. 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 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,716 | -0.4% | 103,779 | +0.3% | 1.90% | +2.0% |
| Q2 2023 | $10,757 | +19.4% | 103,518 | +13.9% | 1.86% | +12.8% |
| Q1 2023 | $9,009 | +6.1% | 90,915 | +5.9% | 1.65% | +0.4% |
| Q4 2022 | $8,488 | -99.9% | 85,882 | +10.6% | 1.64% | +11.4% |
| Q3 2022 | $6,812,000 | -10.2% | 77,617 | -8.3% | 1.48% | -4.1% |
| Q2 2022 | $7,583,000 | -7.8% | 84,632 | +7.0% | 1.54% | -4.1% |
| Q1 2022 | $8,224,000 | +11.8% | 79,070 | +15.3% | 1.60% | +5.5% |
| Q4 2021 | $7,355,000 | +14.2% | 68,600 | +6.0% | 1.52% | +4.2% |
| Q3 2021 | $6,443,000 | +1.6% | 64,691 | +3.0% | 1.46% | +1.5% |
| Q2 2021 | $6,342,000 | +4.9% | 62,796 | +0.6% | 1.44% | -0.9% |
| Q1 2021 | $6,047,000 | +164.3% | 62,428 | +128.2% | 1.45% | +149.9% |
| Q4 2020 | $2,288,000 | – | 27,352 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |