VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,780,836 | +9.7% | 51,126 | +15.8% | 0.01% | 0.0% |
| Q1 2024 | $5,269,638 | +11.3% | 44,157 | +5.1% | 0.01% | 0.0% |
| Q4 2023 | $4,734,338 | -6.2% | 42,020 | -16.7% | 0.01% | -11.1% |
| 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. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |