Gradient Investments LLC - VANGUARD WELLINGTON FD ownership

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VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 18 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2022$28,515
+9.7%
2500.0%0.00%0.0%
Q3 2022$26,000
-3.7%
2500.0%0.00%0.0%
Q2 2022$27,000
-15.6%
2500.0%0.00%0.0%
Q1 2022$32,000
-3.0%
2500.0%0.00%0.0%
Q4 2021$33,000
+3.1%
2500.0%0.00%0.0%
Q3 2021$32,000
-3.0%
2500.0%0.00%0.0%
Q2 2021$33,000
+6.5%
2500.0%0.00%0.0%
Q1 2021$31,000
+29.2%
2500.0%0.00%0.0%
Q4 2020$24,0000.0%2500.0%0.00%0.0%
Q3 2020$24,000
+14.3%
2500.0%0.00%0.0%
Q2 2020$21,000
+23.5%
2500.0%0.00%0.0%
Q1 2020$17,000
-22.7%
2500.0%0.00%0.0%
Q4 2019$22,000
+10.0%
2500.0%0.00%0.0%
Q3 2019$20,000
-4.8%
2500.0%0.00%0.0%
Q2 2019$21,000
+5.0%
2500.0%0.00%0.0%
Q1 2019$20,000
+17.6%
2500.0%0.00%0.0%
Q4 2018$17,000
-22.7%
2500.0%0.00%0.0%
Q3 2018$22,000
+10.0%
2500.0%0.00%0.0%
Q2 2018$20,000–250–0.00%–
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Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 269,274$30,532,8352.38%
CABOT WEALTH MANAGEMENT INC 129,598$14,6952.25%
ANDERSON HOAGLAND & CO 140,233$15,900,9552.13%
RITHOLTZ WEALTH MANAGEMENT 405,551$45,985,1702.06%
LINCOLN CAPITAL CORP 28,570$3,239,4801.74%
Frisch Financial Group, Inc. 27,818$3,1541.28%
Nova R Wealth, Inc. 13,761$1,560,4041.08%
Armbruster Capital Management, Inc. 36,290$4,114,8981.04%
DAVIDSON INVESTMENT ADVISORS 95,907$10,874,8280.69%
Journey Advisory Group, LLC 30,372$3,443,8100.51%
View complete list of VANGUARD WELLINGTON FD shareholders