VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,444,048 | +4.5% | 12,660 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $1,382,399 | +2.0% | 12,761 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $1,355,383 | +24.2% | 12,927 | +12.9% | 0.00% | 0.0% |
| Q3 2022 | $1,091,000 | -0.9% | 11,451 | +1.9% | 0.00% | 0.0% |
| Q2 2022 | $1,101,000 | -13.4% | 11,242 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $1,271,000 | -3.6% | 10,933 | +4.7% | 0.00% | 0.0% |
| Q4 2021 | $1,319,000 | +23.3% | 10,446 | +14.1% | 0.00% | 0.0% |
| Q3 2021 | $1,070,000 | +11.5% | 9,157 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $960,000 | +31.7% | 8,071 | +24.2% | 0.00% | – |
| Q1 2021 | $729,000 | +22.5% | 6,500 | +9.0% | 0.00% | – |
| Q4 2020 | $595,000 | +63.0% | 5,964 | +35.6% | 0.00% | – |
| Q3 2020 | $365,000 | – | 4,397 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |