VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |