VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |