VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,007 | -6.8% | 18 | 0.0% | 0.00% | – |
| Q2 2023 | $2,154 | +6.2% | 18 | 0.0% | 0.00% | – |
| Q1 2023 | $2,029 | -1.2% | 18 | 0.0% | 0.00% | – |
| Q4 2022 | $2,053 | +2.6% | 18 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | – | 18 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |