VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 168,016 | $16,004,000 | 4.56% |
| Compass Advisory Group LLC | 78,136 | $7,442,000 | 4.17% |
| GYL FINANCIAL SYNERGIES, LLC | 97,117 | $9,250,000 | 2.52% |
| Curran Financial Partners, LLC | 27,306 | $2,601,000 | 1.32% |
| Professional Financial Advisors, LLC | 20,681 | $1,970,000 | 1.22% |
| Symmetry Partners, LLC | 116,640 | $11,110,000 | 0.75% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8,220 | $783,000 | 0.46% |
| Andesa Financial Management Inc. | 12,000 | $1,144,000 | 0.40% |
| Capital Advisors, Ltd. LLC | 19,755 | $1,882,000 | 0.37% |
| Coastline Trust Co | 16,586 | $1,580,000 | 0.25% |