VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 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 2022 | $1,516 | -99.6% | 13,293 | +282.3% | 0.73% | +297.8% |
| Q3 2022 | $368,000 | -1.6% | 3,477 | -1.0% | 0.18% | -1.6% |
| Q2 2022 | $374,000 | -12.8% | 3,511 | +3.5% | 0.19% | -8.8% |
| Q1 2022 | $429,000 | -5.3% | 3,392 | -0.4% | 0.20% | -3.8% |
| Q4 2021 | $453,000 | -26.1% | 3,404 | -28.5% | 0.21% | -25.0% |
| Q3 2021 | $613,000 | +9.1% | 4,764 | +11.4% | 0.28% | +10.9% |
| Q2 2021 | $562,000 | – | 4,276 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |