VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $340,000 | – | 4,195 | – | 0.05% | – |
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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% |