VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,628 | +80.3% | 5,081 | +87.1% | 0.00% | – |
| Q2 2023 | $271,012 | -88.0% | 2,716 | -88.1% | 0.00% | -100.0% |
| Q1 2023 | $2,254,476 | +364.8% | 22,916 | +364.8% | 0.00% | – |
| Q4 2022 | $485,013 | -32.0% | 4,930 | -33.4% | 0.00% | – |
| Q2 2022 | $713,000 | +56.7% | 7,406 | +68.2% | 0.00% | – |
| Q1 2022 | $455,000 | +44.4% | 4,403 | +49.0% | 0.00% | – |
| Q4 2021 | $315,000 | -72.6% | 2,955 | -74.9% | 0.00% | – |
| Q3 2021 | $1,151,000 | +39.7% | 11,792 | +40.7% | 0.00% | – |
| Q2 2021 | $824,000 | -55.9% | 8,378 | -58.1% | 0.00% | -100.0% |
| Q1 2021 | $1,868,000 | +10.5% | 19,991 | +5.8% | 0.00% | 0.0% |
| Q4 2020 | $1,690,000 | -27.7% | 18,889 | -33.3% | 0.00% | 0.0% |
| Q3 2020 | $2,336,000 | +2.1% | 28,333 | -2.1% | 0.00% | -50.0% |
| Q2 2020 | $2,288,000 | -39.4% | 28,939 | -29.6% | 0.00% | -60.0% |
| Q4 2019 | $3,777,000 | +88.3% | 41,126 | +82.9% | 0.01% | +66.7% |
| Q3 2019 | $2,006,000 | +104.3% | 22,480 | +97.9% | 0.00% | +50.0% |
| Q2 2019 | $982,000 | -65.4% | 11,361 | -67.0% | 0.00% | -60.0% |
| Q1 2019 | $2,842,000 | +172.7% | 34,406 | +144.3% | 0.01% | +150.0% |
| Q4 2018 | $1,042,000 | +215.8% | 14,082 | +262.8% | 0.00% | +100.0% |
| Q3 2018 | $330,000 | -72.6% | 3,881 | -73.8% | 0.00% | -66.7% |
| Q2 2018 | $1,206,000 | -69.2% | 14,794 | -70.6% | 0.00% | -70.0% |
| Q1 2018 | $3,915,000 | – | 50,392 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |