VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,048,215 | +6.8% | 50,442 | +6.4% | 0.01% | +12.5% |
| Q2 2023 | $4,726,400 | +1.4% | 47,430 | -1.3% | 0.01% | -11.1% |
| Q1 2023 | $4,660,766 | -6.9% | 48,064 | -5.3% | 0.01% | -10.0% |
| Q4 2022 | $5,007,009 | +63.1% | 50,745 | +43.5% | 0.01% | +42.9% |
| Q3 2022 | $3,070,000 | -4.1% | 35,357 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $3,202,000 | -10.6% | 35,057 | +4.5% | 0.01% | 0.0% |
| Q1 2022 | $3,580,000 | +15.0% | 33,545 | +13.3% | 0.01% | +16.7% |
| Q4 2021 | $3,112,000 | +16.7% | 29,613 | +9.8% | 0.01% | +20.0% |
| Q3 2021 | $2,666,000 | +2.7% | 26,964 | +3.7% | 0.01% | 0.0% |
| Q2 2021 | $2,595,000 | +10.0% | 26,004 | +4.1% | 0.01% | 0.0% |
| Q1 2021 | $2,359,000 | – | 24,968 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |