VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 69 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 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% |