VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,684 | -15.6% | 2,934 | -9.7% | 0.00% | – |
| Q2 2023 | $394,045 | +28.5% | 3,250 | +19.3% | 0.00% | – |
| Q1 2023 | $306,669 | +51.1% | 2,725 | +53.2% | 0.00% | – |
| Q4 2022 | $202,913 | -30.5% | 1,779 | -35.6% | 0.00% | – |
| Q3 2022 | $292,000 | -67.3% | 2,763 | -67.1% | 0.00% | – |
| Q2 2022 | $894,000 | +252.0% | 8,386 | +317.2% | 0.00% | – |
| Q1 2022 | $254,000 | -75.5% | 2,010 | -74.2% | 0.00% | – |
| Q4 2021 | $1,038,000 | +270.7% | 7,796 | +266.4% | 0.00% | – |
| Q2 2021 | $280,000 | -68.7% | 2,128 | -70.5% | 0.00% | – |
| Q1 2021 | $895,000 | +17.0% | 7,221 | -18.9% | 0.00% | – |
| Q2 2020 | $765,000 | -14.7% | 8,906 | -32.9% | 0.00% | – |
| Q1 2020 | $897,000 | +227.4% | 13,278 | +291.7% | 0.00% | – |
| Q3 2019 | $274,000 | -50.8% | 3,390 | -58.5% | 0.00% | – |
| Q4 2018 | $557,000 | – | 8,170 | – | 0.00% | – |
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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% |