VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,074,059 | +345.0% | 10,732 | +338.8% | 0.00% | – |
| Q4 2022 | $241,386 | -7.2% | 2,446 | -18.2% | 0.00% | – |
| Q3 2022 | $260,000 | +10.2% | 2,991 | +15.7% | 0.00% | – |
| Q2 2022 | $236,000 | -27.4% | 2,585 | -15.0% | 0.00% | – |
| Q1 2022 | $325,000 | +16.5% | 3,042 | +7.7% | 0.00% | – |
| Q3 2021 | $279,000 | -69.6% | 2,824 | -69.3% | 0.00% | -100.0% |
| Q2 2021 | $918,000 | – | 9,197 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |