Advocacy Wealth Management Services, LLC - Vanguard Wellington Fd ownership

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Vanguard Wellington Fd's ticker is and the CUSIP is 921935201. A total of 6 filers reported holding Vanguard Wellington Fd in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Filings
Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of Vanguard Wellington Fd
ValueSharesWeighting
Q3 2016$55,000
+1.9%
8170.0%0.02%
-22.2%
Q2 2016$54,000
+1.9%
8170.0%0.03%
-27.0%
Q1 2016$53,000
+1.9%
8170.0%0.04%
-37.3%
Q4 2015$52,000–817–0.06%–
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Other shareholders
Vanguard Wellington Fd shareholders Q3 2023
NameSharesValueWeighting ↓
Tradewinds, LLC. 31,144$2,237,4051.44%
NORTHSTAR ASSET MANAGEMENT Co LLC 4,956$328,7320.10%
RE Dickinson Investment Advisors, LLC 2,960$1960.08%
Wallington Asset Management, LLC 5,424$3600.08%
TOWER BRIDGE ADVISORS 12,800$849,0430.07%
Coston, McIsaac & Partners 1,034$680.03%
GOFEN & GLOSSBERG LLC /IL/ 11,893$7890.02%
NORTH STAR ASSET MANAGEMENT INC 3,266$216,6340.01%
View complete list of Vanguard Wellington Fd shareholders