VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,655,810 | -4.6% | 120,433 | +2.0% | 0.01% | 0.0% |
Q2 2023 | $14,320,453 | +7.2% | 118,112 | -0.5% | 0.01% | 0.0% |
Q1 2023 | $13,355,479 | +0.3% | 118,674 | +1.7% | 0.01% | -14.3% |
Q4 2022 | $13,309,448 | +8.2% | 116,688 | +0.4% | 0.01% | 0.0% |
Q3 2022 | $12,296,000 | -8.1% | 116,261 | -7.4% | 0.01% | 0.0% |
Q2 2022 | $13,386,000 | -17.2% | 125,602 | -1.7% | 0.01% | -12.5% |
Q1 2022 | $16,160,000 | -0.8% | 127,834 | +4.5% | 0.01% | 0.0% |
Q4 2021 | $16,283,000 | +1.6% | 122,293 | -1.9% | 0.01% | -11.1% |
Q3 2021 | $16,027,000 | – | 124,605 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |