VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 76 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,588,011 | -8.3% | 14,044 | -3.2% | 0.00% | -20.0% |
| Q1 2024 | $1,731,153 | +8.2% | 14,507 | +2.2% | 0.01% | 0.0% |
| Q4 2023 | $1,599,539 | +36.2% | 14,198 | +21.0% | 0.01% | -16.7% |
| Q3 2023 | $1,174,554 | -12.9% | 11,736 | -13.3% | 0.01% | +20.0% |
| Q2 2023 | $1,348,222 | +223.0% | 13,530 | +214.3% | 0.01% | +400.0% |
| Q1 2023 | $417,381 | -9.5% | 4,305 | -7.9% | 0.00% | -66.7% |
| Q4 2022 | $461,262 | +102.3% | 4,676 | +78.3% | 0.00% | 0.0% |
| Q3 2022 | $228,000 | -4.6% | 2,622 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $239,000 | -14.6% | 2,622 | +0.0% | 0.00% | -25.0% |
| Q1 2022 | $280,000 | +1.8% | 2,621 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $275,000 | +6.2% | 2,621 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $259,000 | -1.1% | 2,621 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $262,000 | +5.6% | 2,621 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $248,000 | +21.0% | 2,621 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $205,000 | – | 2,621 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 426,742 | $48,251,744 | 10.02% |
| Sterling Manor Financial, LLC | 114,855 | $12,986,656 | 9.88% |
| Fortis Advisors, LLC | 55,840 | $6,313,778 | 4.20% |
| ANDERSON HOAGLAND & CO | 263,708 | $29,356,874 | 3.08% |
| MorganRosel Wealth Management, LLC | 59,295 | $6,704,486 | 2.37% |
| Smart Money Group LLC | 33,283 | $4,082,521 | 1.46% |
| Symmetry Partners, LLC | 176,694 | $19,979 | 1.03% |
| RWA WEALTH PARTNERS, LLC | 597,447 | $67,553,341 | 0.89% |
| Rockingstone Advisors LLC | 11,225 | $1,269,211 | 0.65% |
| Stokes Family Office, LLC | 46,784 | $5,289,826 | 0.62% |