VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
---|---|---|---|
Systelligence, LLC | 110,326 | $13,376,443 | 4.23% |
Strategic Financial Services, Inc. | 263,497 | $31,600,662 | 2.36% |
CABOT WEALTH MANAGEMENT INC | 129,512 | $15,703 | 2.34% |
Frisch Financial Group, Inc. | 39,104 | $4,741 | 2.27% |
ANDERSON HOAGLAND & CO | 143,048 | $17,343,809 | 2.23% |
RITHOLTZ WEALTH MANAGEMENT | 382,852 | $46,418,719 | 2.09% |
LINCOLN CAPITAL CORP | 25,266 | $3,063,369 | 1.57% |
Nova R Wealth, Inc. | 13,801 | $1,673,264 | 1.12% |
Armbruster Capital Management, Inc. | 36,515 | $4,427,250 | 1.09% |
DAVIDSON INVESTMENT ADVISORS | 80,910 | $9,809,909 | 0.62% |