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 ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,336 | $4,690,817 | 4.15% |
| ANDERSON HOAGLAND & CO | 273,996 | $27,151,998 | 3.90% |
| Opus Capital Group, LLC | 90,915 | $9,009 | 1.65% |
| Seed Wealth Management, Inc. | 7,950 | $787,814 | 0.89% |
| Cassia Capital Partners, LLC | 2,996 | $296,892 | 0.24% |
| UMB Bank, n.a. | 136,960 | $13,572,216 | 0.22% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8,176 | $810,211 | 0.21% |
| Geneos Wealth Management Inc. | 31,410 | $3,112,731 | 0.19% |
| Physician Wealth Advisors, Inc. | 6,295 | $626,433 | 0.16% |
| IHT Wealth Management, LLC | 4,386 | $434,636 | 0.02% |