VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $64,518 | -6.5% | 569 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $68,988 | +7.7% | 569 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $64,034 | -1.3% | 569 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $64,900 | +8.2% | 569 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $60,000 | 0.0% | 569 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -14.3% | 569 | +7.6% | 0.00% | 0.0% |
| Q4 2021 | $70,000 | – | 529 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |