VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $42,114,035 | +0.6% | 280,386 | +1.4% | 2.66% | -1.4% |
Q1 2024 | $41,850,612 | +16.0% | 276,643 | +0.7% | 2.70% | +6.6% |
Q4 2023 | $36,076,330 | +18.2% | 274,780 | +2.0% | 2.54% | +6.7% |
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Newfound Research LLC | 23,516 | $2,914,000 | 6.75% |
Strategic Financial Services, Inc. | 187,380 | $23,220,000 | 1.96% |
ANDERSON HOAGLAND & CO | 51,071 | $6,329,000 | 0.90% |
Fortis Advisors, LLC | 6,410 | $794,000 | 0.56% |
Armbruster Capital Management, Inc. | 14,925 | $1,849,000 | 0.55% |
Edge Capital Group, LLC | 36,066 | $4,469,000 | 0.37% |
Fulcrum Equity Management | 2,828 | $350,000 | 0.14% |
Graypoint LLC | 5,603 | $694,000 | 0.11% |
Physician Wealth Advisors, Inc. | 1,762 | $223,000 | 0.07% |
Chicago Partners Investment Group LLC | 4,052 | $525,000 | 0.04% |