VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 27 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
---|---|---|---|
Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
Keystone Financial Group | 6,453 | $620,571 | 0.10% |
Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |