VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,258,015 | -14.3% | 28,733 | -8.4% | 0.01% | -14.3% |
| Q2 2023 | $3,803,810 | -0.6% | 31,373 | -7.7% | 0.01% | 0.0% |
| Q1 2023 | $3,826,098 | +8.3% | 33,998 | +9.7% | 0.01% | 0.0% |
| Q4 2022 | $3,533,351 | +106.3% | 30,978 | +91.2% | 0.01% | +75.0% |
| Q3 2022 | $1,713,000 | +585.2% | 16,200 | +589.9% | 0.00% | +300.0% |
| Q2 2022 | $250,000 | – | 2,348 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
| CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
| ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
| RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
| LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
| Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
| Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
| Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
| DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
| Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |