VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 36 filers reported holding VANGUARD WELLINGTON FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $560,274 | +18.7% | 5,695 | +7.6% | 0.10% | +12.2% |
| Q3 2022 | $472,000 | +16.3% | 5,295 | +25.6% | 0.09% | +25.0% |
| Q2 2022 | $406,000 | -25.6% | 4,215 | -20.2% | 0.07% | -12.2% |
| Q1 2022 | $546,000 | +67.0% | 5,285 | +72.1% | 0.08% | +148.5% |
| Q4 2021 | $327,000 | +18.9% | 3,070 | +9.1% | 0.03% | +10.0% |
| Q3 2021 | $275,000 | -2.8% | 2,815 | -2.1% | 0.03% | -3.2% |
| Q2 2021 | $283,000 | +4.0% | 2,875 | -1.2% | 0.03% | -3.1% |
| Q1 2021 | $272,000 | +1.9% | 2,910 | -2.3% | 0.03% | -5.9% |
| Q4 2020 | $267,000 | +21.4% | 2,980 | +11.8% | 0.03% | +17.2% |
| Q3 2020 | $220,000 | +4.3% | 2,665 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $211,000 | -10.6% | 2,665 | +3.9% | 0.03% | -8.8% |
| Q4 2019 | $236,000 | +1.7% | 2,565 | -1.2% | 0.03% | -5.6% |
| Q3 2019 | $232,000 | -2.9% | 2,595 | -6.0% | 0.04% | -5.3% |
| Q2 2019 | $239,000 | +10.6% | 2,760 | -5.3% | 0.04% | -7.3% |
| Q4 2018 | $216,000 | – | 2,915 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |