VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 43 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
| Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
| GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
| Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
| Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
| Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
| Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
| Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
| Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
| Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |