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 | $3,672,446 | -1.5% | 32,388 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $3,727,244 | +10.7% | 30,742 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $3,366,822 | +22.0% | 29,917 | +23.7% | 0.00% | +50.0% |
| Q4 2022 | $2,759,086 | +32.3% | 24,190 | +22.7% | 0.00% | 0.0% |
| Q3 2022 | $2,086,000 | +121.2% | 19,720 | +123.0% | 0.00% | +100.0% |
| Q2 2022 | $943,000 | +91.3% | 8,844 | +126.8% | 0.00% | – |
| Q1 2022 | $493,000 | -6.6% | 3,899 | -1.6% | 0.00% | – |
| Q4 2021 | $528,000 | +8.4% | 3,963 | +4.6% | 0.00% | – |
| Q3 2021 | $487,000 | -22.3% | 3,790 | -20.5% | 0.00% | -100.0% |
| Q2 2021 | $627,000 | +6.1% | 4,765 | -0.2% | 0.00% | 0.0% |
| Q1 2021 | $591,000 | +46.3% | 4,773 | +33.1% | 0.00% | 0.0% |
| Q4 2020 | $404,000 | +32.5% | 3,587 | +11.5% | 0.00% | – |
| Q3 2020 | $305,000 | – | 3,216 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |