VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 25 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,703 | +7.3% | 3,406 | +8.0% | 0.00% | 0.0% |
| Q2 2023 | $327,628 | +12.0% | 3,153 | +6.8% | 0.00% | 0.0% |
| Q1 2023 | $292,532 | -56.2% | 2,952 | -56.0% | 0.00% | -77.8% |
| Q3 2021 | $668,000 | +136.0% | 6,708 | +139.1% | 0.01% | +125.0% |
| Q2 2021 | $283,000 | +4.0% | 2,805 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $272,000 | -15.5% | 2,805 | -27.2% | 0.01% | -14.3% |
| Q4 2020 | $322,000 | +17.5% | 3,854 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $274,000 | +5.4% | 3,854 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $260,000 | +28.7% | 3,854 | +8.0% | 0.01% | 0.0% |
| Q1 2020 | $202,000 | – | 3,570 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 307,673 | $32,000,000 | 4.12% |
| Opus Capital Group, LLC | 79,070 | $8,224,000 | 1.60% |
| UMB Bank, n.a. | 198,958 | $20,693,000 | 0.27% |
| Physician Wealth Advisors, Inc. | 9,092 | $932,000 | 0.25% |
| Claraphi Advisory Network, LLC | 3,873 | $403,000 | 0.12% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $260,000 | 0.07% |
| Coastline Trust Co | 4,290 | $446,000 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 267,047 | $27,775,000 | 0.01% |
| Kestra Advisory Services, LLC | 11,879 | $1,235,000 | 0.01% |
| Capital Advisors, Ltd. LLC | 760 | $79,000 | 0.01% |