VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. 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 | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |