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 | $8,937,069 | -11.3% | 78,818 | -5.2% | 0.35% | -13.8% |
| Q2 2023 | $10,079,228 | +15.2% | 83,131 | +6.9% | 0.41% | +7.1% |
| Q1 2023 | $8,748,586 | +10.2% | 77,738 | +11.6% | 0.38% | +1.3% |
| Q4 2022 | $7,941,859 | +4.9% | 69,629 | -2.7% | 0.37% | -5.8% |
| Q3 2022 | $7,570,000 | -12.1% | 71,578 | -11.4% | 0.40% | -12.2% |
| Q2 2022 | $8,611,000 | +64.2% | 80,792 | +94.8% | 0.45% | +73.2% |
| Q1 2022 | $5,244,000 | – | 41,484 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 140,988 | $15,866,607 | 2.28% |
| Strategic Financial Services, Inc, | 259,052 | $29,153,471 | 2.25% |
| CABOT WEALTH MANAGEMENT INC | 126,502 | $14,236 | 2.25% |
| RITHOLTZ WEALTH MANAGEMENT | 356,980 | $40,174,183 | 2.00% |
| Frisch Financial Group, Inc. | 38,003 | $4,277 | 1.66% |
| Systelligence, LLC | 40,110 | $4,513,935 | 1.16% |
| Armbruster Capital Management, Inc. | 35,015 | $3,940,550 | 1.01% |
| Nova R Wealth, Inc. | 12,110 | $1,362,902 | 0.92% |
| Andesa Financial Management Inc. | 25,476 | $1,433,521 | 0.74% |
| Seed Wealth Management, Inc. | 4,830 | $543,563 | 0.62% |