VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,030 | -3.6% | 2,132 | 0.0% | 0.05% | -7.8% |
| Q2 2023 | $212,739 | +16.3% | 2,132 | +14.6% | 0.05% | +4.1% |
| Q1 2023 | $182,987 | +21.1% | 1,860 | +21.1% | 0.05% | +11.4% |
| Q4 2022 | $151,112 | +22.9% | 1,536 | +11.2% | 0.04% | +12.8% |
| Q3 2022 | $123,000 | +89.2% | 1,381 | +104.0% | 0.04% | +95.0% |
| Q2 2022 | $65,000 | +195.5% | 677 | +214.9% | 0.02% | +233.3% |
| Q1 2022 | $22,000 | -4.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +5.6% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +13.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -25.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $20,000 | +5.3% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 215 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | – | 215 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |