VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $252,303 | +5.8% | 2,220 | +4.1% | 0.04% | +5.3% |
| Q1 2024 | $238,559 | +6.9% | 2,132 | 0.0% | 0.04% | -7.3% |
| Q4 2023 | $223,089 | +8.8% | 2,132 | 0.0% | 0.04% | -12.8% |
| 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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 185,993 | $21,076,727 | 2.21% |
| Compass Financial Group, INC/SD | 11,360 | $1,291,008 | 0.28% |
| Interchange Capital Partners, LLC | 5,556 | $631,439 | 0.23% |
| Foundations Investment Advisors, LLC | 56,597 | $6,432,215 | 0.16% |
| UMB Bank, n.a. | 34,677 | $3,941,041 | 0.06% |
| Glass Jacobson Investment Advisors llc | 1,468 | $166,813 | 0.06% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216,071 | 0.05% |
| NewEdge Advisors, LLC | 55,490 | $6,306,495 | 0.05% |
| Parkside Financial Bank & Trust | 2,220 | $252,303 | 0.04% |
| Leo Wealth, LLC | 2,418 | $273,945 | 0.03% |