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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |