VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $49,000 | -99.9% | 660 | -49.3% | 0.01% | -50.0% |
| Q1 2020 | $77,190,000 | -27.2% | 1,302 | +0.3% | 0.02% | -15.4% |
| Q4 2019 | $105,961,000 | +25.7% | 1,298 | +13.3% | 0.03% | +4.0% |
| Q3 2019 | $84,322,000 | -33.3% | 1,146 | -31.5% | 0.02% | -45.7% |
| Q1 2019 | $126,462,000 | – | 1,672 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 47,336 | $4,690,817 | 4.15% |
| ANDERSON HOAGLAND & CO | 273,996 | $27,151,998 | 3.90% |
| Opus Capital Group, LLC | 90,915 | $9,009 | 1.65% |
| Seed Wealth Management, Inc. | 7,950 | $787,814 | 0.89% |
| Cassia Capital Partners, LLC | 2,996 | $296,892 | 0.24% |
| UMB Bank, n.a. | 136,960 | $13,572,216 | 0.22% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8,176 | $810,211 | 0.21% |
| Geneos Wealth Management Inc. | 31,410 | $3,112,731 | 0.19% |
| Physician Wealth Advisors, Inc. | 6,295 | $626,433 | 0.16% |
| IHT Wealth Management, LLC | 4,386 | $434,636 | 0.02% |