VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 30 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,440 | -20.2% | 1,743 | -20.6% | 0.04% | -23.1% |
| Q2 2023 | $218,633 | +2.8% | 2,194 | 0.0% | 0.05% | -8.8% |
| Q1 2023 | $212,753 | -1.7% | 2,194 | 0.0% | 0.06% | -8.1% |
| Q4 2022 | $216,482 | +15.2% | 2,194 | +1.6% | 0.06% | +3.3% |
| Q3 2022 | $188,000 | -17.5% | 2,160 | -13.6% | 0.06% | -14.3% |
| Q2 2022 | $228,000 | +57.2% | 2,500 | +84.2% | 0.07% | +79.5% |
| Q1 2022 | $145,000 | +1.4% | 1,357 | 0.0% | 0.04% | +11.4% |
| Q4 2021 | $143,000 | +6.7% | 1,357 | 0.0% | 0.04% | -10.3% |
| Q3 2021 | $134,000 | -0.7% | 1,357 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $135,000 | +5.5% | 1,357 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $128,000 | +20.8% | 1,357 | 0.0% | 0.04% | +18.2% |
| Q4 2020 | $106,000 | +26.2% | 1,357 | 0.0% | 0.03% | +13.8% |
| Q3 2020 | $84,000 | +86.7% | 1,357 | +78.3% | 0.03% | +93.3% |
| Q2 2020 | $45,000 | +95.7% | 761 | +59.5% | 0.02% | +66.7% |
| Q1 2020 | $23,000 | -37.8% | 477 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $37,000 | +8.8% | 477 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 477 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $35,000 | +2.9% | 477 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $34,000 | +9.7% | 477 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -18.4% | 477 | 0.0% | 0.01% | -15.4% |
| Q3 2018 | $38,000 | 0.0% | 477 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $38,000 | – | 477 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |