VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437 | -15.8% | 4,546 | -12.5% | 0.00% | 0.0% |
| Q2 2023 | $519 | +3.2% | 5,197 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $503 | +1.4% | 5,117 | +1.4% | 0.00% | -33.3% |
| Q4 2022 | $496 | -99.8% | 5,045 | +55.1% | 0.00% | +50.0% |
| Q3 2022 | $290,000 | -72.0% | 3,252 | -69.8% | 0.00% | -66.7% |
| Q2 2022 | $1,036,000 | +208.3% | 10,753 | +231.0% | 0.01% | +200.0% |
| Q1 2022 | $336,000 | -7.4% | 3,249 | -4.5% | 0.00% | 0.0% |
| Q4 2021 | $363,000 | +4.6% | 3,403 | -4.4% | 0.00% | 0.0% |
| Q3 2021 | $347,000 | +1.5% | 3,558 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $342,000 | +8.6% | 3,482 | +3.4% | 0.00% | 0.0% |
| Q1 2021 | $315,000 | +2.3% | 3,366 | -2.2% | 0.00% | 0.0% |
| Q4 2020 | $308,000 | -11.7% | 3,442 | -18.7% | 0.00% | 0.0% |
| Q3 2020 | $349,000 | +2.9% | 4,235 | -1.4% | 0.00% | -33.3% |
| Q2 2020 | $339,000 | +12.3% | 4,293 | +1.7% | 0.00% | 0.0% |
| Q1 2020 | $302,000 | -3.5% | 4,220 | +23.6% | 0.00% | +50.0% |
| Q4 2019 | $313,000 | +4.0% | 3,413 | +1.3% | 0.00% | -33.3% |
| Q3 2019 | $301,000 | +21.4% | 3,369 | +17.5% | 0.00% | +50.0% |
| Q2 2019 | $248,000 | -9.5% | 2,867 | -13.6% | 0.00% | -33.3% |
| Q1 2019 | $274,000 | +25.7% | 3,319 | +12.5% | 0.00% | +50.0% |
| Q4 2018 | $218,000 | – | 2,949 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |