Waverly Advisors, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q2 2024$477,666
+2.5%
3,180
+3.2%
0.01%
-18.2%
Q1 2024$465,973
+18.7%
3,080
+3.0%
0.01%
-26.7%
Q4 2023$392,693
+15.8%
2,9910.0%0.02%0.0%
Q3 2023$339,147
-6.5%
2,9910.0%0.02%
-6.2%
Q2 2023$362,6432,9910.02%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Newfound Research LLC 39,875$5,129,0008.30%
RITHOLTZ WEALTH MANAGEMENT 268,622$34,550,0002.40%
Strategic Financial Services, Inc. 197,071$25,347,0002.00%
ANDERSON HOAGLAND & CO 73,406$9,441,0001.20%
Richard P Slaughter Associates Inc 19,065$2,452,0000.97%
Fortis Advisors, LLC 7,515$967,0000.59%
Armbruster Capital Management, Inc. 11,975$1,540,0000.44%
Edge Capital Group, LLC 33,894$4,359,0000.35%
Tillar-Wenstrup Advisors, LLC 4,764$613,0000.28%
Mosaic Family Wealth, LLC 6,224$801,0000.22%
View complete list of VANGUARD WELLINGTON FD shareholders