VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 29 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |