VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |