VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $35,000 | -57.3% | 307 | -74.6% | 0.00% | -91.7% |
| Q1 2020 | $82,000 | -95.7% | 1,211 | -44.8% | 0.01% | -42.9% |
| Q4 2019 | $1,892,000 | +968.9% | 2,193 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $177,000 | -2.2% | 2,193 | 0.0% | 0.02% | +9.5% |
| Q2 2019 | $181,000 | -4.7% | 2,193 | 0.0% | 0.02% | -64.4% |
| Q3 2018 | $190,000 | +6.7% | 2,193 | 0.0% | 0.06% | -55.0% |
| Q2 2018 | $178,000 | +790.0% | 2,193 | +733.8% | 0.13% | +1090.9% |
| Q1 2018 | $20,000 | – | 263 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |