VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 18 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287 | -65.8% | 2,533 | -63.4% | 0.00% | -75.0% |
| Q2 2023 | $840 | -24.5% | 6,928 | -30.0% | 0.00% | -20.0% |
| Q1 2023 | $1,113 | +43.1% | 9,892 | +45.1% | 0.01% | +25.0% |
| Q4 2022 | $778 | -99.9% | 6,819 | +17.8% | 0.00% | +33.3% |
| Q3 2022 | $612,000 | +26.2% | 5,788 | +27.3% | 0.00% | 0.0% |
| Q2 2022 | $485,000 | -10.2% | 4,547 | +6.5% | 0.00% | +50.0% |
| Q1 2022 | $540,000 | -45.5% | 4,270 | -42.6% | 0.00% | -50.0% |
| Q4 2021 | $990,000 | -0.7% | 7,439 | -4.0% | 0.00% | -20.0% |
| Q3 2021 | $997,000 | +13.8% | 7,748 | +16.3% | 0.01% | +25.0% |
| Q2 2021 | $876,000 | +42.9% | 6,661 | +34.6% | 0.00% | +33.3% |
| Q1 2021 | $613,000 | +8.7% | 4,947 | -1.2% | 0.00% | 0.0% |
| Q4 2020 | $564,000 | +18.7% | 5,007 | +0.0% | 0.00% | 0.0% |
| Q3 2020 | $475,000 | +10.5% | 5,006 | +0.0% | 0.00% | 0.0% |
| Q2 2020 | $430,000 | +27.2% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $338,000 | -5.6% | 5,004 | +20.7% | 0.00% | 0.0% |
| Q4 2019 | $358,000 | +17.4% | 4,146 | +9.7% | 0.00% | 0.0% |
| Q3 2019 | $305,000 | – | 3,778 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |