VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,496 | -5.9% | 9,281 | -2.4% | 0.00% | – |
| Q2 2023 | $948,932 | -0.5% | 9,510 | -1.9% | 0.00% | – |
| Q1 2023 | $953,609 | +5.1% | 9,693 | +5.1% | 0.00% | – |
| Q4 2022 | $907,457 | +8.5% | 9,224 | -1.7% | 0.00% | – |
| Q3 2022 | $836,000 | -4.6% | 9,381 | +3.2% | 0.00% | – |
| Q2 2022 | $876,000 | -4.9% | 9,094 | +2.1% | 0.00% | – |
| Q1 2022 | $921,000 | -7.8% | 8,904 | -5.1% | 0.00% | – |
| Q4 2021 | $999,000 | +6.6% | 9,379 | -2.3% | 0.00% | -100.0% |
| Q3 2021 | $937,000 | +4.0% | 9,596 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $901,000 | +6.9% | 9,163 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $843,000 | -9.7% | 9,016 | -13.6% | 0.00% | 0.0% |
| Q4 2020 | $934,000 | +6.1% | 10,440 | -2.2% | 0.00% | 0.0% |
| Q3 2020 | $880,000 | +3.8% | 10,671 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $848,000 | +53.6% | 10,729 | +39.2% | 0.00% | 0.0% |
| Q1 2020 | $552,000 | +7.0% | 7,708 | +37.3% | 0.00% | 0.0% |
| Q4 2019 | $516,000 | +96.2% | 5,616 | +90.6% | 0.00% | – |
| Q3 2019 | $263,000 | +12.9% | 2,947 | +9.2% | 0.00% | – |
| Q2 2019 | $233,000 | – | 2,699 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |