VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 19 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,033 | -58.1% | 2,908 | -58.2% | 0.00% | – |
| Q2 2023 | $694,062 | -59.0% | 6,965 | -60.1% | 0.00% | – |
| Q1 2023 | $1,694,066 | -13.2% | 17,470 | -11.7% | 0.00% | – |
| Q4 2022 | $1,952,778 | +131.9% | 19,791 | +104.2% | 0.00% | – |
| Q3 2022 | $842,000 | -81.2% | 9,693 | -80.2% | 0.00% | -100.0% |
| Q2 2022 | $4,473,000 | +1223.4% | 48,970 | +1333.5% | 0.00% | – |
| Q3 2021 | $338,000 | -17.8% | 3,416 | -17.0% | 0.00% | – |
| Q2 2021 | $411,000 | +36.1% | 4,116 | +6.3% | 0.00% | – |
| Q4 2020 | $302,000 | -6.5% | 3,873 | -29.0% | 0.00% | – |
| Q2 2020 | $323,000 | -10.8% | 5,455 | -28.8% | 0.00% | – |
| Q1 2020 | $362,000 | -27.5% | 7,665 | +11.4% | 0.00% | – |
| Q2 2019 | $499,000 | -81.8% | 6,883 | -81.9% | 0.00% | -100.0% |
| Q1 2019 | $2,739,000 | – | 37,928 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |