VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 18 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $799,666 | +161.9% | 5,286 | +96.3% | 0.00% | – |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Systelligence, LLC | 110,326 | $13,376,443 | 4.23% |
Strategic Financial Services, Inc. | 263,497 | $31,600,662 | 2.36% |
CABOT WEALTH MANAGEMENT INC | 129,512 | $15,703 | 2.34% |
Frisch Financial Group, Inc. | 39,104 | $4,741 | 2.27% |
ANDERSON HOAGLAND & CO | 143,048 | $17,343,809 | 2.23% |
RITHOLTZ WEALTH MANAGEMENT | 382,852 | $46,418,719 | 2.09% |
LINCOLN CAPITAL CORP | 25,266 | $3,063,369 | 1.57% |
Nova R Wealth, Inc. | 13,801 | $1,673,264 | 1.12% |
Armbruster Capital Management, Inc. | 36,515 | $4,427,250 | 1.09% |
DAVIDSON INVESTMENT ADVISORS | 80,910 | $9,809,909 | 0.62% |