VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. 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 | 185,993 | $21,076,727 | 2.21% |
| Compass Financial Group, INC/SD | 11,360 | $1,291,008 | 0.28% |
| Interchange Capital Partners, LLC | 5,556 | $631,439 | 0.23% |
| Foundations Investment Advisors, LLC | 56,597 | $6,432,215 | 0.16% |
| UMB Bank, n.a. | 34,677 | $3,941,041 | 0.06% |
| Glass Jacobson Investment Advisors llc | 1,468 | $166,813 | 0.06% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,901 | $216,071 | 0.05% |
| NewEdge Advisors, LLC | 55,490 | $6,306,495 | 0.05% |
| Parkside Financial Bank & Trust | 2,220 | $252,303 | 0.04% |
| Leo Wealth, LLC | 2,418 | $273,945 | 0.03% |