VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,374 | -84.1% | 2,172 | -84.1% | 0.00% | – |
| Q2 2023 | $1,364,707 | -19.3% | 13,695 | -21.5% | 0.00% | – |
| Q1 2023 | $1,691,351 | -43.6% | 17,442 | -42.6% | 0.00% | -100.0% |
| Q4 2022 | $2,999,469 | +32.5% | 30,399 | +22.7% | 0.00% | 0.0% |
| Q2 2022 | $2,263,000 | +77.6% | 24,774 | +107.5% | 0.00% | – |
| Q1 2022 | $1,274,000 | +67.0% | 11,942 | +54.7% | 0.00% | – |
| Q3 2021 | $763,000 | +74.2% | 7,718 | +75.7% | 0.00% | – |
| Q2 2021 | $438,000 | +23.7% | 4,393 | +17.2% | 0.00% | – |
| Q1 2021 | $354,000 | -47.6% | 3,747 | -65.7% | 0.00% | – |
| Q3 2020 | $675,000 | +234.2% | 10,927 | +220.1% | 0.00% | – |
| Q2 2020 | $202,000 | -80.9% | 3,414 | -76.5% | 0.00% | – |
| Q2 2019 | $1,055,000 | – | 14,528 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |