VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |
| 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% |
| Compass Advisory Group LLC | 3,208 | $365,888 | 0.19% |