Cerity Partners LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2024$281,063
-2.1%
2,0960.0%0.00%0.0%
Q1 2024$287,005
+8.3%
2,0960.0%0.00%0.0%
Q4 2023$265,081
+9.8%
2,096
-2.5%
0.00%0.0%
Q3 2023$241,467
-1.5%
2,1500.0%0.00%0.0%
Q2 2023$245,2372,1500.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q4 2023
NameSharesValueWeighting ↓
Cedar Point Capital Partners, LLC 70,612$9,468,7617.08%
Armbruster Capital Management, Inc. 182,552$24,479,3215.08%
Systelligence, LLC 127,162$17,051,7764.54%
Hobart Private Capital, LLC 59,046$7,917,7672.25%
BEACON FINANCIAL PLANNING, INC 13,977$1,874,3011.27%
Professional Financial Advisors, LLC 24,014$3,220,1750.89%
GYL FINANCIAL SYNERGIES, LLC 67,379$9,035,1760.70%
INTERACTIVE FINANCIAL ADVISORS, INC. 8,326$1,116,4740.62%
Symmetry Partners, LLC 72,716$9,7510.50%
Journey Advisory Group, LLC 30,691$4,115,5070.49%
View complete list of VANGUARD WELLINGTON FD shareholders