VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 38 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,527,116 | -6.0% | 14,789 | -5.4% | 0.00% | – |
| Q2 2023 | $1,624,505 | +9.4% | 15,634 | +4.3% | 0.00% | – |
| Q1 2023 | $1,484,791 | +2.5% | 14,983 | +2.3% | 0.00% | – |
| Q4 2022 | $1,448,107 | +9.3% | 14,652 | -2.9% | 0.00% | – |
| Q3 2022 | $1,325,000 | +3.5% | 15,095 | +5.7% | 0.00% | – |
| Q2 2022 | $1,280,000 | -63.7% | 14,283 | -57.8% | 0.00% | -100.0% |
| Q1 2022 | $3,522,000 | -1.8% | 33,860 | +1.2% | 0.00% | 0.0% |
| Q4 2021 | $3,586,000 | +12.0% | 33,447 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $3,203,000 | +14.0% | 32,162 | +15.7% | 0.00% | 0.0% |
| Q2 2021 | $2,809,000 | +19.8% | 27,809 | +14.9% | 0.00% | – |
| Q1 2021 | $2,344,000 | +7.0% | 24,197 | -7.6% | 0.00% | – |
| Q4 2020 | $2,191,000 | +15.4% | 26,191 | -1.8% | 0.00% | – |
| Q3 2020 | $1,899,000 | +9.0% | 26,682 | +3.5% | 0.00% | – |
| Q2 2020 | $1,742,000 | -1.1% | 25,779 | -17.3% | 0.00% | -100.0% |
| Q1 2020 | $1,762,000 | -24.2% | 31,187 | +9.0% | 0.00% | 0.0% |
| Q4 2019 | $2,324,000 | +4.2% | 28,606 | -3.0% | 0.00% | 0.0% |
| Q3 2019 | $2,231,000 | +12.9% | 29,492 | +13.3% | 0.00% | 0.0% |
| Q2 2019 | $1,976,000 | +14.9% | 26,022 | +13.4% | 0.00% | – |
| Q1 2019 | $1,720,000 | +47.9% | 22,937 | +33.2% | 0.00% | – |
| Q4 2018 | $1,163,000 | – | 17,218 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 284,592 | $29,571,916 | 3.80% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,955 | $2,593,073 | 2.39% |
| Opus Capital Group, LLC | 103,518 | $10,757 | 1.86% |
| Seed Wealth Management, Inc. | 7,950 | $826,085 | 0.88% |
| Cassia Capital Partners, LLC | 3,089 | $320,978 | 0.25% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,958 | $1,138,646 | 0.25% |
| UMB Bank, n.a. | 122,123 | $12,689,801 | 0.19% |
| Geneos Wealth Management Inc. | 31,940 | $3,318,885 | 0.17% |
| Physician Wealth Advisors, Inc. | 5,961 | $621,919 | 0.15% |
| Onyx Bridge Wealth Group LLC | 5,086 | $528,475 | 0.13% |