VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $211,615 | -82.2% | 2,151 | -82.6% | 0.00% | – |
| Q2 2022 | $1,192,000 | +300.0% | 12,380 | +329.0% | 0.00% | – |
| Q1 2022 | $298,000 | -77.7% | 2,886 | -79.8% | 0.00% | – |
| Q1 2021 | $1,337,000 | -16.3% | 14,301 | -19.9% | 0.00% | – |
| Q4 2020 | $1,598,000 | -23.6% | 17,860 | -29.6% | 0.00% | -100.0% |
| Q3 2020 | $2,091,000 | – | 25,366 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |