VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,031,567 | -7.4% | 9,185 | -6.0% | 0.70% | -8.2% |
| Q2 2023 | $1,114,061 | +2.3% | 9,767 | -2.8% | 0.76% | +8.5% |
| Q1 2023 | $1,089,041 | +8.2% | 10,053 | +4.7% | 0.70% | +15.6% |
| Q4 2022 | $1,006,970 | +28.6% | 9,604 | +16.8% | 0.60% | +32.7% |
| Q3 2022 | $783,000 | – | 8,220 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |