VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,220 | -23.5% | 3,413 | -22.3% | 0.00% | – |
| Q3 2021 | $429,000 | -14.2% | 4,394 | -17.9% | 0.00% | – |
| Q1 2021 | $500,000 | -62.4% | 5,353 | -66.8% | 0.00% | – |
| Q3 2020 | $1,331,000 | +165.7% | 16,138 | +154.8% | 0.00% | – |
| Q2 2020 | $501,000 | -66.5% | 6,333 | -69.7% | 0.00% | – |
| Q1 2020 | $1,496,000 | – | 20,892 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |