VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 37 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $851,365 | +274.4% | 7,859 | +262.3% | 0.00% | – |
| Q4 2022 | $227,417 | -35.8% | 2,169 | -41.6% | 0.00% | – |
| Q3 2022 | $354,000 | +20.8% | 3,717 | +24.4% | 0.00% | – |
| Q2 2022 | $293,000 | +3.5% | 2,988 | +22.9% | 0.00% | – |
| Q1 2022 | $283,000 | -40.3% | 2,432 | -40.0% | 0.00% | – |
| Q3 2021 | $474,000 | +42.8% | 4,053 | -2.8% | 0.00% | – |
| Q3 2019 | $332,000 | -50.4% | 4,171 | -50.4% | 0.00% | – |
| Q2 2019 | $669,000 | – | 8,409 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |