VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |