VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 23 filers reported holding VANGUARD WELLINGTON FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $538,669 | +108.4% | 5,184 | +98.8% | 0.00% | – |
| Q1 2023 | $258,443 | -44.4% | 2,608 | -44.6% | 0.00% | – |
| Q4 2022 | $465,212 | -6.2% | 4,707 | -14.9% | 0.00% | – |
| Q2 2022 | $496,000 | -0.8% | 5,531 | +15.1% | 0.00% | – |
| Q1 2022 | $500,000 | -64.2% | 4,807 | -75.5% | 0.00% | – |
| Q3 2020 | $1,398,000 | -15.7% | 19,635 | -20.0% | 0.00% | – |
| Q2 2020 | $1,658,000 | +119.3% | 24,534 | +83.4% | 0.00% | – |
| Q1 2020 | $756,000 | -82.1% | 13,377 | -76.0% | 0.00% | -100.0% |
| Q2 2019 | $4,227,000 | +1048.6% | 55,671 | +1033.8% | 0.00% | – |
| Q1 2019 | $368,000 | – | 4,910 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |