VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 47 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $33,258 | +8.3% | 307 | +4.8% | 0.00% | 0.0% |
Q4 2022 | $30,721 | +9.7% | 293 | 0.0% | 0.00% | -20.0% |
Q3 2022 | $28,000 | -12.5% | 293 | -9.0% | 0.01% | 0.0% |
Q2 2022 | $32,000 | +540.0% | 322 | +631.8% | 0.01% | +400.0% |
Q1 2022 | $5,000 | -93.0% | 44 | -92.2% | 0.00% | -90.0% |
Q4 2021 | $71,000 | – | 564 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |