VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 24 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $18,000 | -14.3% | 182 | 0.0% | 0.00% | – |
| Q1 2022 | $21,000 | -8.7% | 182 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +9.5% | 182 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | -4.5% | 182 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +10.0% | 182 | 0.0% | 0.00% | – |
| Q1 2021 | $20,000 | +11.1% | 182 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 182 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | +7.1% | 182 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | – | 182 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |