VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $316,631 | -29.9% | 2,776 | -35.0% | 0.02% | -33.3% |
| Q3 2022 | $452,000 | -4.0% | 4,271 | -3.3% | 0.02% | 0.0% |
| Q2 2022 | $471,000 | -15.7% | 4,418 | -0.2% | 0.02% | +4.3% |
| Q1 2022 | $559,000 | -14.4% | 4,426 | -9.8% | 0.02% | -17.9% |
| Q4 2021 | $653,000 | -0.8% | 4,906 | -4.1% | 0.03% | -15.2% |
| Q3 2021 | $658,000 | -0.6% | 5,118 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $662,000 | -0.9% | 5,030 | -6.8% | 0.03% | -17.5% |
| Q1 2021 | $668,000 | – | 5,396 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |