VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. 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 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,512,738 | -6.7% | 256,758 | -6.1% | 0.01% | -7.7% |
| Q2 2023 | $28,423,391 | +5.1% | 273,539 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $27,053,493 | +1.1% | 273,002 | +0.8% | 0.01% | -7.1% |
| Q4 2022 | $26,769,415 | +19.1% | 270,852 | +5.8% | 0.01% | +7.7% |
| Q3 2022 | $22,479,000 | -8.4% | 256,121 | -6.5% | 0.01% | -7.1% |
| Q2 2022 | $24,542,000 | -11.6% | 273,924 | +2.6% | 0.01% | 0.0% |
| Q1 2022 | $27,775,000 | +381.9% | 267,047 | +396.7% | 0.01% | +366.7% |
| Q4 2021 | $5,764,000 | +27.9% | 53,761 | +18.9% | 0.00% | +50.0% |
| Q3 2021 | $4,505,000 | +2097.6% | 45,229 | +2125.8% | 0.00% | – |
| Q2 2021 | $205,000 | – | 2,032 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |