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 ↓
ANDERSON HOAGLAND & CO 284,592$29,571,9163.80%
ABSOLUTE CAPITAL MANAGEMENT, LLC 24,955$2,593,0732.39%
Opus Capital Group, LLC 103,518$10,7571.86%
Seed Wealth Management, Inc. 7,950$826,0850.88%
Cassia Capital Partners, LLC 3,089$320,9780.25%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 10,958$1,138,6460.25%
UMB Bank, n.a. 122,123$12,689,8010.19%
Geneos Wealth Management Inc. 31,940$3,318,8850.17%
Physician Wealth Advisors, Inc. 5,961$621,9190.15%
Onyx Bridge Wealth Group LLC 5,086$528,4750.13%
View complete list of VANGUARD WELLINGTON FD shareholders