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% | – |
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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% |