VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $206,000 | -1.9% | 1,924 | -8.7% | 0.00% | 0.0% |
| Q3 2021 | $210,000 | -1.4% | 2,107 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $213,000 | +4.9% | 2,105 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $203,000 | 0.0% | 2,093 | -13.9% | 0.00% | 0.0% |
| Q4 2020 | $203,000 | -16.8% | 2,432 | -19.0% | 0.00% | -50.0% |
| Q4 2019 | $244,000 | +20.8% | 3,003 | +12.6% | 0.00% | 0.0% |
| Q3 2019 | $202,000 | -70.5% | 2,666 | -70.4% | 0.00% | -66.7% |
| Q2 2019 | $684,000 | +1.6% | 9,014 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $673,000 | -21.0% | 8,975 | -28.8% | 0.01% | -33.3% |
| Q4 2018 | $852,000 | -31.7% | 12,608 | -16.7% | 0.01% | -25.0% |
| Q3 2018 | $1,248,000 | +23.0% | 15,140 | +18.1% | 0.01% | +9.1% |
| Q2 2018 | $1,015,000 | – | 12,818 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |