VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,676 | +9.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -9.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +18.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -22.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |