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 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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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 Q1 2021
NameSharesValueWeighting ↓
CABOT WEALTH MANAGEMENT INC 124,724$14,2262.40%
ANDERSON HOAGLAND & CO 138,019$15,879,1142.31%
Strategic Financial Services, Inc, 252,290$28,776,2422.30%
RITHOLTZ WEALTH MANAGEMENT 345,507$39,408,5512.20%
Meredith Wealth Planning 21,222$2,420,5832.08%
Frisch Financial Group, Inc. 35,253$4,0211.51%
Systelligence, LLC 38,481$4,389,1431.14%
Nova R Wealth, Inc. 11,131$1,269,5510.93%
Silicon Hills Wealth Management, LLC 9,584$1,093,1960.81%
Armbruster Capital Management, Inc. 26,390$3,010,0430.78%
View complete list of VANGUARD WELLINGTON FD shareholders