VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 15 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $374 | +1.9% | 3,279 | -3.1% | 0.00% | 0.0% |
| Q1 2023 | $367 | +1.9% | 3,384 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $360 | -99.9% | 3,431 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $326,000 | -3.0% | 3,426 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $336,000 | -10.2% | 3,434 | +6.8% | 0.00% | 0.0% |
| Q1 2022 | $374,000 | -49.6% | 3,215 | -45.3% | 0.00% | -33.3% |
| Q4 2021 | $742,000 | -6.0% | 5,881 | -13.0% | 0.00% | -25.0% |
| Q3 2021 | $789,000 | +18.1% | 6,756 | +20.3% | 0.00% | +33.3% |
| Q2 2021 | $668,000 | +62.5% | 5,615 | +53.3% | 0.00% | +50.0% |
| Q1 2021 | $411,000 | +11.4% | 3,662 | -1.0% | 0.00% | 0.0% |
| Q4 2020 | $369,000 | +18.6% | 3,700 | -1.2% | 0.00% | 0.0% |
| Q3 2020 | $311,000 | +4.7% | 3,744 | -1.0% | 0.00% | 0.0% |
| Q2 2020 | $297,000 | +23.8% | 3,782 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $240,000 | -30.4% | 3,782 | -12.7% | 0.00% | -33.3% |
| Q2 2019 | $345,000 | +10.6% | 4,330 | +10.3% | 0.00% | 0.0% |
| Q1 2019 | $312,000 | +17.3% | 3,927 | +3.2% | 0.00% | 0.0% |
| Q4 2018 | $266,000 | -10.4% | 3,805 | +9.8% | 0.00% | 0.0% |
| Q3 2018 | $297,000 | – | 3,466 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 147,740 | $16,851,786 | 6.27% |
| Armbruster Capital Management, Inc. | 179,764 | $20,504,517 | 5.05% |
| Professional Financial Advisors, LLC | 21,983 | $2,507,478 | 1.30% |
| GYL FINANCIAL SYNERGIES, LLC | 74,229 | $8,466,834 | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,767 | $1,114,061 | 0.76% |
| Symmetry Partners, LLC | 102,940 | $11,742 | 0.62% |
| Capital Advisors, Ltd. LLC | 16,998 | $1,939 | 0.29% |
| Coastline Trust Co | 16,591 | $1,892,432 | 0.26% |
| Pure Financial Advisors, LLC | 42,558 | $4,854,354 | 0.21% |
| Compass Advisory Group LLC | 3,208 | $365,888 | 0.19% |