VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 11 filers reported holding VANGUARD WELLINGTON FD in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $305,357 | -48.6% | 2,693 | -45.1% | 0.00% | – |
Q2 2023 | $594,220 | -74.3% | 4,901 | -77.4% | 0.00% | -100.0% |
Q2 2022 | $2,312,000 | -63.3% | 21,689 | -56.4% | 0.00% | -50.0% |
Q1 2022 | $6,294,000 | +79.7% | 49,791 | +89.3% | 0.00% | +100.0% |
Q4 2021 | $3,502,000 | +456.8% | 26,304 | +438.2% | 0.00% | – |
Q3 2021 | $629,000 | -82.8% | 4,887 | -82.5% | 0.00% | -100.0% |
Q2 2021 | $3,665,000 | +89.5% | 27,875 | +78.6% | 0.00% | 0.0% |
Q1 2021 | $1,934,000 | +28.2% | 15,607 | +16.6% | 0.00% | 0.0% |
Q4 2020 | $1,508,000 | -55.9% | 13,389 | -62.8% | 0.00% | -50.0% |
Q3 2020 | $3,421,000 | +837.3% | 36,023 | +748.8% | 0.00% | – |
Q2 2020 | $365,000 | -3.4% | 4,244 | -24.2% | 0.00% | – |
Q1 2020 | $378,000 | +47.7% | 5,598 | +88.7% | 0.00% | – |
Q4 2019 | $256,000 | -83.7% | 2,967 | -84.5% | 0.00% | -100.0% |
Q2 2019 | $1,574,000 | -21.4% | 19,092 | -24.4% | 0.00% | 0.0% |
Q1 2019 | $2,002,000 | -37.9% | 25,259 | -32.1% | 0.00% | -50.0% |
Q3 2018 | $3,222,000 | +332.5% | 37,216 | +305.0% | 0.01% | +200.0% |
Q2 2018 | $745,000 | -54.8% | 9,189 | -57.0% | 0.00% | -50.0% |
Q1 2018 | $1,648,000 | – | 21,384 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 269,274 | $30,532,835 | 2.38% |
CABOT WEALTH MANAGEMENT INC | 129,598 | $14,695 | 2.25% |
ANDERSON HOAGLAND & CO | 140,233 | $15,900,955 | 2.13% |
RITHOLTZ WEALTH MANAGEMENT | 405,551 | $45,985,170 | 2.06% |
LINCOLN CAPITAL CORP | 28,570 | $3,239,480 | 1.74% |
Frisch Financial Group, Inc. | 27,818 | $3,154 | 1.28% |
Nova R Wealth, Inc. | 13,761 | $1,560,404 | 1.08% |
Armbruster Capital Management, Inc. | 36,290 | $4,114,898 | 1.04% |
DAVIDSON INVESTMENT ADVISORS | 95,907 | $10,874,828 | 0.69% |
Journey Advisory Group, LLC | 30,372 | $3,443,810 | 0.51% |