VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |