VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $81,565 | +0.4% | 815 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $81,214 | -31.9% | 815 | -33.7% | 0.01% | -36.8% |
| Q1 2023 | $119,176 | -1.7% | 1,229 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $121,265 | -99.9% | 1,229 | 0.0% | 0.02% | +5.3% |
| Q3 2022 | $106,726,000 | -21.3% | 1,229 | -17.2% | 0.02% | -17.4% |
| Q2 2022 | $135,639,000 | -50.5% | 1,485 | -42.2% | 0.02% | -46.5% |
| Q1 2022 | $274,270,000 | -31.3% | 2,570 | -32.4% | 0.04% | -28.3% |
| Q4 2021 | $399,495,000 | -7.8% | 3,802 | -13.3% | 0.06% | -13.0% |
| Q3 2021 | $433,389,000 | +15.7% | 4,383 | +16.8% | 0.07% | +9.5% |
| Q2 2021 | $374,474,000 | +28.2% | 3,753 | +21.4% | 0.06% | +10.5% |
| Q1 2021 | $292,194,000 | +1.7% | 3,092 | -15.9% | 0.06% | -5.0% |
| Q4 2020 | $287,251,000 | +47.7% | 3,678 | +11.9% | 0.06% | +30.4% |
| Q2 2020 | $194,439,000 | +7662.0% | 3,286 | +6100.0% | 0.05% | +4500.0% |
| Q1 2020 | $2,505,000 | – | 53 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |