VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |