VANGUARD/WELLESLEY IN's ticker is and the CUSIP is 921938205. A total of 5 filers reported holding VANGUARD/WELLESLEY IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,168 | -3.7% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,251 | -0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,252 | +0.2% | 37 | 0.0% | 0.00% | -83.3% |
| Q4 2022 | $2,247 | -99.9% | 37 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $2,214,000 | -13.0% | 37 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $2,546,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $2,546,000 | -5.8% | 37 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $2,703,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $2,703,000 | +0.3% | 37 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $2,696,000 | +3.5% | 37 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $2,606,000 | – | 37 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 21,334 | $1,433,000 | 0.12% |
| ENCOMPASS WEALTH ADVISORS, LLC | 4,064 | $273,000 | 0.07% |
| TRUST CO OF TOLEDO NA /OH/ | 3,224 | $217,000 | 0.03% |
| Westside Investment Management, Inc. | 37 | $2,546,000 | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 2,978 | $200,000 | 0.01% |