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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,636 | -6.5% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $22,066 | -37.6% | 182 | -42.0% | 0.00% | -50.0% |
| Q1 2023 | $35,337 | -55.0% | 314 | -54.4% | 0.01% | -53.8% |
| Q4 2022 | $78,587 | -99.9% | 689 | -4.8% | 0.01% | -7.1% |
| Q3 2022 | $76,572,000 | -66.5% | 724 | -66.3% | 0.01% | -64.1% |
| Q2 2022 | $228,714,000 | -16.8% | 2,146 | -1.3% | 0.04% | -9.3% |
| Q1 2022 | $274,942,000 | -34.9% | 2,175 | -31.5% | 0.04% | -31.7% |
| Q4 2021 | $422,481,000 | -31.1% | 3,173 | -33.4% | 0.06% | -35.7% |
| Q3 2021 | $612,998,000 | +0.8% | 4,766 | +3.0% | 0.10% | -3.9% |
| Q2 2021 | $608,272,000 | +590.4% | 4,626 | +550.6% | 0.10% | +500.0% |
| Q1 2021 | $88,105,000 | +88.0% | 711 | +70.9% | 0.02% | +70.0% |
| Q4 2020 | $46,862,000 | +16.5% | 416 | -11.1% | 0.01% | +11.1% |
| Q2 2020 | $40,225,000 | -24.1% | 468 | -40.3% | 0.01% | -43.8% |
| Q1 2020 | $52,981,000 | – | 784 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |