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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $498,162 | -2.1% | 3,715 | 0.0% | 0.00% | -25.0% |
| Q1 2024 | $508,695 | -45.6% | 3,715 | -49.8% | 0.00% | -42.9% |
| Q4 2023 | $935,876 | +12.6% | 7,400 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $831,094 | -3.7% | 7,400 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $863,062 | +7.7% | 7,400 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $801,642 | +106.4% | 7,400 | 0.0% | 0.01% | -60.0% |
| Q4 2022 | $388,329 | -44.8% | 7,400 | 0.0% | 0.02% | +150.0% |
| Q3 2022 | $704,000 | – | 7,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 147,740 | $16,851,786 | 6.27% |
| Armbruster Capital Management, Inc. | 179,764 | $20,504,517 | 5.05% |
| Professional Financial Advisors, LLC | 21,983 | $2,507,478 | 1.30% |
| GYL FINANCIAL SYNERGIES, LLC | 74,229 | $8,466,834 | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,767 | $1,114,061 | 0.76% |
| Symmetry Partners, LLC | 102,940 | $11,742 | 0.62% |
| Arrowroot Family Office, LLC | 5,712 | $651,555 | 0.49% |
| Capital Advisors, Ltd. LLC | 16,998 | $1,939 | 0.29% |
| Coastline Trust Co | 16,591 | $1,892,432 | 0.26% |
| Pure Financial Advisors, LLC | 42,558 | $4,854,354 | 0.21% |