VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 49 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |