VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $385,000 | -51.7% | 3,636 | -51.4% | 0.00% | – |
| Q2 2022 | $797,000 | +76.3% | 7,479 | +109.3% | 0.00% | – |
| Q1 2022 | $452,000 | -13.9% | 3,574 | -10.5% | 0.00% | – |
| Q2 2021 | $525,000 | -1.1% | 3,993 | -6.8% | 0.00% | – |
| Q1 2021 | $531,000 | -75.2% | 4,285 | -77.5% | 0.00% | -100.0% |
| Q4 2020 | $2,144,000 | -62.5% | 19,033 | -68.4% | 0.00% | -50.0% |
| Q3 2020 | $5,719,000 | +238.6% | 60,209 | +206.4% | 0.00% | +100.0% |
| Q2 2020 | $1,689,000 | +77.6% | 19,653 | +39.6% | 0.00% | – |
| Q1 2020 | $951,000 | – | 14,079 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |