ENVESTNET ASSET MANAGEMENT INC - VANGUARD WELLINGTON FD ownership

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
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
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$16,027,000124,6050.01%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 269,274$30,532,8352.38%
CABOT WEALTH MANAGEMENT INC 129,598$14,6952.25%
ANDERSON HOAGLAND & CO 140,233$15,900,9552.13%
RITHOLTZ WEALTH MANAGEMENT 405,551$45,985,1702.06%
LINCOLN CAPITAL CORP 28,570$3,239,4801.74%
Frisch Financial Group, Inc. 27,818$3,1541.28%
Nova R Wealth, Inc. 13,761$1,560,4041.08%
Armbruster Capital Management, Inc. 36,290$4,114,8981.04%
DAVIDSON INVESTMENT ADVISORS 95,907$10,874,8280.69%
Journey Advisory Group, LLC 30,372$3,443,8100.51%
View complete list of VANGUARD WELLINGTON FD shareholders