VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 22 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |