VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |