VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |