VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 58 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,532,835 | -3.4% | 269,274 | +2.2% | 2.38% | +0.8% |
| Q2 2023 | $31,600,662 | +8.4% | 263,497 | +1.7% | 2.36% | +4.5% |
| Q1 2023 | $29,153,471 | +1.3% | 259,052 | +2.7% | 2.25% | -2.0% |
| Q4 2022 | $28,776,242 | +15.1% | 252,290 | +6.8% | 2.30% | +4.3% |
| Q3 2022 | $24,994,000 | +4.1% | 236,318 | +4.8% | 2.21% | +8.1% |
| Q2 2022 | $24,021,000 | -11.9% | 225,388 | +4.5% | 2.04% | -1.1% |
| Q1 2022 | $27,259,000 | +1.4% | 215,642 | +6.8% | 2.06% | +3.1% |
| Q4 2021 | $26,886,000 | +6.1% | 201,924 | +2.5% | 2.00% | 0.0% |
| Q3 2021 | $25,347,000 | +0.0% | 197,071 | +2.3% | 2.00% | -0.4% |
| Q2 2021 | $25,337,000 | +9.1% | 192,692 | +2.8% | 2.01% | +2.5% |
| Q1 2021 | $23,220,000 | +8.3% | 187,380 | -1.5% | 1.96% | +2.0% |
| Q4 2020 | $21,436,000 | +17.0% | 190,289 | -1.4% | 1.92% | +2.1% |
| Q3 2020 | $18,325,000 | +13.8% | 192,934 | +3.0% | 1.88% | +5.1% |
| Q2 2020 | $16,101,000 | +71.2% | 187,332 | +34.6% | 1.79% | +42.4% |
| Q1 2020 | $9,404,000 | +128.8% | 139,160 | +192.1% | 1.26% | +166.3% |
| Q4 2019 | $4,110,000 | +26.6% | 47,642 | +18.6% | 0.47% | +13.7% |
| Q3 2019 | $3,246,000 | +5.4% | 40,174 | +7.5% | 0.42% | +2.0% |
| Q2 2019 | $3,080,000 | +40.9% | 37,361 | +35.5% | 0.41% | +34.8% |
| Q1 2019 | $2,186,000 | – | 27,580 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |