VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 11 filers reported holding VANGUARD WELLINGTON FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $28,515 | +9.7% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $26,000 | -3.7% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $27,000 | -15.6% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $32,000 | -3.0% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $33,000 | +3.1% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $32,000 | -3.0% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $33,000 | +6.5% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $31,000 | +29.2% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $24,000 | +14.3% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $21,000 | +23.5% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $17,000 | -22.7% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $22,000 | +10.0% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $20,000 | -4.8% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $21,000 | +5.0% | 250 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $20,000 | +17.6% | 250 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $17,000 | -22.7% | 250 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $22,000 | +10.0% | 250 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $20,000 | – | 250 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |