VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,119 | -3.2% | 750 | +0.4% | 0.01% | -10.0% |
| Q2 2023 | $74,509 | +2.0% | 747 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $73,066 | +0.8% | 743 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $72,520 | +11.6% | 737 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $65,000 | -7.1% | 732 | +1.0% | 0.01% | -9.1% |
| Q2 2022 | $70,000 | -6.7% | 725 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $75,000 | -2.6% | 725 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +10.0% | 723 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $70,000 | 0.0% | 720 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $70,000 | +9.4% | 714 | +0.1% | 0.01% | +11.1% |
| Q4 2020 | $64,000 | +10.3% | 713 | +0.7% | 0.01% | -10.0% |
| Q3 2020 | $58,000 | +5.5% | 708 | +1.1% | 0.01% | 0.0% |
| Q2 2020 | $55,000 | +10.0% | 700 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $50,000 | – | 700 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 203,917 | $16,813,000 | 1.73% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 10,701 | $882,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 11,988 | $988,000 | 0.07% |
| Graypoint LLC | 2,827 | $233,000 | 0.04% |
| Autus Asset Management, LLC | 2,665 | $220,000 | 0.03% |
| Kestra Advisory Services, LLC | 10,256 | $729,000,000 | 0.01% |
| IFP Advisors, Inc | 2,379 | $196,000 | 0.01% |
| SRS Capital Advisors, Inc. | 708 | $58,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,471 | $2,264,000 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 5,156 | $425,000 | 0.01% |