VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,462,000 | +14.8% | 60,189 | +6.5% | 0.34% | +9.6% |
| Q3 2021 | $5,627,000 | +486.1% | 56,496 | +493.9% | 0.31% | +481.5% |
| Q2 2021 | $960,000 | +8.7% | 9,512 | +4.3% | 0.05% | 0.0% |
| Q1 2021 | $883,000 | -38.7% | 9,122 | -47.1% | 0.05% | -43.8% |
| Q4 2020 | $1,441,000 | +6.4% | 17,231 | -9.5% | 0.10% | -8.6% |
| Q3 2020 | $1,354,000 | +8.7% | 19,031 | +3.2% | 0.10% | +1.0% |
| Q2 2020 | $1,246,000 | +19.5% | 18,449 | -0.1% | 0.10% | +2.0% |
| Q1 2020 | $1,043,000 | -20.4% | 18,468 | +14.4% | 0.10% | -1.9% |
| Q4 2019 | $1,311,000 | +35.7% | 16,140 | +26.3% | 0.10% | +23.8% |
| Q3 2019 | $966,000 | +14.0% | 12,781 | +14.4% | 0.08% | +13.5% |
| Q2 2019 | $847,000 | +112.8% | 11,168 | +110.0% | 0.07% | +100.0% |
| Q1 2019 | $398,000 | +310.3% | 5,318 | +280.4% | 0.04% | +236.4% |
| Q4 2018 | $97,000 | – | 1,398 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |