Modera Wealth Management, LLC - VANGUARD WELLINGTON FD ownership

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
Modera Wealth Management, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$212,612
-0.6%
2,0590.0%0.00%0.0%
Q2 2023$213,951
+4.9%
2,0590.0%0.00%
-50.0%
Q1 2023$204,040
+0.3%
2,0590.0%0.01%0.0%
Q4 2022$203,4992,0590.01%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2023
NameSharesValueWeighting ↓
Pacific Center for Financial Services 68,842$5,674,0002.77%
Pinnacle Wealth Management Advisory Group, LLC 7,220$595,0000.29%
Northstar Group, Inc. 2,775$278,0000.13%
Advisory Services Network, LLC 4,200$346,0000.02%
Parkside Financial Bank & Trust 850$70,0000.02%
PINNACLE ASSOCIATES LTD 7,605$627,0000.01%
Cambridge Investment Research Advisors, Inc. 15,140$1,248,0000.01%
COMMONWEALTH EQUITY SERVICES, LLC 23,570$1,942,0000.01%
JANE STREET GROUP, LLC 30,054$2,477,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 7,526$620,0000.01%
View complete list of VANGUARD WELLINGTON FD shareholders