VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $515,000 | -9.6% | 5,271 | -9.0% | 0.04% | -8.9% |
| Q2 2021 | $570,000 | -52.2% | 5,792 | -54.6% | 0.04% | -55.4% |
| Q1 2021 | $1,192,000 | -29.1% | 12,757 | -32.1% | 0.10% | -33.1% |
| Q4 2020 | $1,681,000 | -90.0% | 18,784 | -90.8% | 0.15% | -91.3% |
| Q3 2020 | $16,813,000 | +2.4% | 203,917 | -1.8% | 1.73% | -5.4% |
| Q2 2020 | $16,416,000 | -39.7% | 207,628 | -45.3% | 1.82% | -49.8% |
| Q1 2020 | $27,209,000 | -0.7% | 379,912 | +27.3% | 3.64% | +15.5% |
| Q4 2019 | $27,408,000 | +93.9% | 298,432 | +88.4% | 3.15% | +74.3% |
| Q3 2019 | $14,136,000 | +161.5% | 158,387 | +153.3% | 1.81% | +153.1% |
| Q2 2019 | $5,405,000 | +48.3% | 62,524 | +41.7% | 0.71% | +41.7% |
| Q1 2019 | $3,644,000 | – | 44,115 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |