VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. 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 0.2%.
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% | – |
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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% |