VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,561,358 | -21.0% | 45,577 | -21.4% | 0.00% | -25.0% |
| Q2 2023 | $5,776,005 | +3.1% | 57,963 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $5,604,775 | +96.9% | 57,799 | +100.3% | 0.00% | +100.0% |
| Q4 2022 | $2,846,634 | +92.1% | 28,850 | +69.1% | 0.00% | +100.0% |
| Q3 2022 | $1,482,000 | -69.7% | 17,062 | -68.1% | 0.00% | -80.0% |
| Q2 2022 | $4,890,000 | -13.5% | 53,537 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $5,656,000 | -1.0% | 53,000 | -2.5% | 0.01% | 0.0% |
| Q4 2021 | $5,711,000 | +12.2% | 54,348 | +5.6% | 0.01% | 0.0% |
| Q3 2021 | $5,088,000 | +17.1% | 51,455 | +18.2% | 0.01% | +25.0% |
| Q2 2021 | $4,344,000 | +271.3% | 43,538 | +251.7% | 0.00% | +300.0% |
| Q1 2021 | $1,170,000 | +63.6% | 12,380 | +35.3% | 0.00% | 0.0% |
| Q4 2020 | $715,000 | – | 9,153 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |