VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |