VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,922,214 | +26.4% | 46,827 | +12.3% | 0.20% | +6.8% |
| Q3 2023 | $4,684,006 | -3.5% | 41,706 | -2.0% | 0.19% | -7.3% |
| Q2 2023 | $4,854,354 | +0.6% | 42,558 | -4.4% | 0.21% | -8.0% |
| Q1 2023 | $4,824,892 | -0.5% | 44,539 | -3.7% | 0.22% | -10.4% |
| Q4 2022 | $4,849,000 | +22.2% | 46,247 | +11.0% | 0.25% | +8.2% |
| Q3 2022 | $3,969,000 | +2.2% | 41,671 | +5.1% | 0.23% | -4.1% |
| Q2 2022 | $3,884,000 | +144.9% | 39,655 | +190.7% | 0.24% | +230.1% |
| Q1 2022 | $1,586,000 | – | 13,643 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |