VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $952,540 | -48.3% | 9,905 | -46.4% | 0.00% | 0.0% |
| Q2 2023 | $1,843,799 | +101.7% | 18,478 | +98.8% | 0.00% | 0.0% |
| Q1 2023 | $914,245 | +11.8% | 9,293 | +11.8% | 0.00% | 0.0% |
| Q4 2022 | $817,439 | +186.8% | 8,309 | +159.6% | 0.00% | – |
| Q3 2022 | $285,000 | +10.9% | 3,201 | +20.1% | 0.00% | – |
| Q2 2022 | $257,000 | – | 2,666 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |