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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,393,094 | +221.7% | 14,058 | +237.4% | 0.00% | – |
| Q1 2022 | $433,000 | -54.2% | 4,167 | -68.6% | 0.00% | – |
| Q3 2020 | $945,000 | +50.7% | 13,272 | +43.1% | 0.00% | – |
| Q2 2020 | $627,000 | +5.4% | 9,274 | +26.7% | 0.00% | – |
| Q4 2019 | $595,000 | +0.3% | 7,322 | -6.7% | 0.00% | – |
| Q3 2019 | $593,000 | -87.0% | 7,846 | -86.9% | 0.00% | -100.0% |
| Q2 2019 | $4,553,000 | +328.3% | 59,971 | +365.2% | 0.00% | – |
| Q3 2018 | $1,063,000 | – | 12,892 | – | 0.00% | – |
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% |