Chicago Partners Investment Group LLC - VANGUARD WELLINGTON FD ownership

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
Chicago Partners Investment Group LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2023$211,219
-5.2%
1,722
-12.6%
0.01%
-15.4%
Q1 2023$222,710
-2.3%
1,971
+2.9%
0.01%
-7.1%
Q4 2022$228,013
+3.6%
1,915
+3.2%
0.01%
-12.5%
Q3 2022$220,000
-53.4%
1,856
-54.6%
0.02%
-52.9%
Q2 2022$472,000
+4.0%
4,090
+0.4%
0.03%
-2.9%
Q1 2022$454,000
-8.3%
4,075
+0.2%
0.04%0.0%
Q4 2021$495,000
-13.2%
4,067
+0.3%
0.04%
-12.5%
Q3 2021$570,000
-45.6%
4,056
-50.0%
0.04%
+2.6%
Q2 2021$1,048,000
+99.6%
8,114
+100.2%
0.04%
-9.3%
Q1 2021$525,000
-2.2%
4,052
-6.8%
0.04%
-15.7%
Q4 2020$537,000
+28.5%
4,349
+0.1%
0.05%
+2.0%
Q3 2020$418,000
+7.5%
4,344
+1.9%
0.05%
+2.0%
Q2 2020$389,000
+21.9%
4,263
+0.1%
0.05%0.0%
Q1 2020$319,000
-16.1%
4,259
+0.1%
0.05%
+4.3%
Q4 2019$380,000
+9.8%
4,253
+0.3%
0.05%
-4.1%
Q3 2019$346,000
-2.8%
4,240
+0.2%
0.05%
-3.9%
Q2 2019$356,000
+7.2%
4,232
+0.2%
0.05%
+4.1%
Q1 2019$332,000
-4.0%
4,222
-12.0%
0.05%
-3.9%
Q4 2018$346,000
+12.0%
4,796
+14.0%
0.05%
+10.9%
Q3 2018$309,000
-9.1%
4,206
+0.3%
0.05%
-13.2%
Q2 2018$340,0004,1950.05%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2021
NameSharesValueWeighting ↓
Symmetry Partners, LLC 64,178$8,5190.46%
View complete list of VANGUARD WELLINGTON FD shareholders