VANGUARD/WELLESLEY IN's ticker is and the CUSIP is 921938205. A total of 4 filers reported holding VANGUARD/WELLESLEY IN in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,239,000 | +0.5% | 18,729 | 0.0% | 0.22% | +7.0% |
| Q3 2019 | $1,233,000 | +2.1% | 18,729 | 0.0% | 0.20% | +8.1% |
| Q2 2019 | $1,208,000 | +10.6% | 18,729 | +7.5% | 0.19% | +27.4% |
| Q1 2019 | $1,092,000 | +6.5% | 17,429 | +0.6% | 0.15% | +0.7% |
| Q4 2018 | $1,025,000 | -4.0% | 17,331 | +3.9% | 0.14% | +25.0% |
| Q3 2018 | $1,068,000 | +2.3% | 16,680 | +0.6% | 0.12% | +2.7% |
| Q2 2018 | $1,044,000 | +0.1% | 16,585 | +0.6% | 0.11% | -20.4% |
| Q1 2018 | $1,043,000 | -4.4% | 16,487 | -1.3% | 0.14% | +6.0% |
| Q4 2017 | $1,091,000 | +2.6% | 16,711 | +1.5% | 0.13% | -7.6% |
| Q3 2017 | $1,063,000 | +2.0% | 16,472 | +0.5% | 0.14% | -5.2% |
| Q2 2017 | $1,042,000 | +2.2% | 16,382 | +0.5% | 0.15% | +5.5% |
| Q1 2017 | $1,020,000 | +190.6% | 16,293 | +186.1% | 0.14% | +215.2% |
| Q4 2016 | $351,000 | -2.0% | 5,694 | +0.5% | 0.05% | -8.0% |
| Q3 2016 | $358,000 | -31.5% | 5,666 | -31.8% | 0.05% | -43.8% |
| Q2 2016 | $523,000 | +3.4% | 8,304 | +0.4% | 0.09% | -6.3% |
| Q1 2016 | $506,000 | +3.7% | 8,274 | +0.7% | 0.10% | +2.2% |
| Q4 2015 | $488,000 | +2.7% | 8,220 | +3.4% | 0.09% | +4.5% |
| Q3 2015 | $475,000 | – | 7,950 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 21,334 | $1,433,000 | 0.12% |
| ENCOMPASS WEALTH ADVISORS, LLC | 4,064 | $273,000 | 0.07% |
| TRUST CO OF TOLEDO NA /OH/ | 3,224 | $217,000 | 0.03% |
| Westside Investment Management, Inc. | 37 | $2,546,000 | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 2,978 | $200,000 | 0.01% |