VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,106 | -7.2% | 6,935 | -6.6% | 0.00% | – |
| Q2 2023 | $771,428 | -48.5% | 7,424 | -50.8% | 0.00% | -100.0% |
| Q1 2023 | $1,496,749 | +229.6% | 15,104 | +228.7% | 0.00% | – |
| Q4 2022 | $454,142 | -72.2% | 4,595 | -75.3% | 0.00% | -100.0% |
| Q3 2022 | $1,631,000 | +23.7% | 18,586 | +26.4% | 0.00% | 0.0% |
| Q2 2022 | $1,318,000 | -1.0% | 14,709 | +14.9% | 0.00% | – |
| Q1 2022 | $1,331,000 | +92.9% | 12,802 | +98.9% | 0.00% | – |
| Q4 2021 | $690,000 | -43.6% | 6,435 | -47.6% | 0.00% | – |
| Q3 2021 | $1,224,000 | -15.3% | 12,289 | -14.1% | 0.00% | -100.0% |
| Q2 2021 | $1,445,000 | +3.7% | 14,305 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $1,394,000 | -15.0% | 14,394 | -26.6% | 0.00% | 0.0% |
| Q4 2020 | $1,640,000 | -29.8% | 19,605 | -40.3% | 0.00% | 0.0% |
| Q3 2020 | $2,336,000 | -8.1% | 32,815 | -12.8% | 0.00% | -50.0% |
| Q2 2020 | $2,543,000 | +93.8% | 37,643 | +62.2% | 0.00% | +100.0% |
| Q1 2020 | $1,312,000 | +8.2% | 23,210 | +55.5% | 0.00% | -50.0% |
| Q4 2019 | $1,213,000 | +66.4% | 14,924 | +54.8% | 0.00% | +100.0% |
| Q3 2019 | $729,000 | +20.1% | 9,643 | +20.5% | 0.00% | 0.0% |
| Q2 2019 | $607,000 | -65.4% | 8,002 | -65.7% | 0.00% | -66.7% |
| Q1 2019 | $1,752,000 | -7.0% | 23,360 | -16.2% | 0.00% | -25.0% |
| Q4 2018 | $1,883,000 | -24.0% | 27,886 | -7.2% | 0.00% | -20.0% |
| Q3 2018 | $2,477,000 | +36.9% | 30,054 | +31.5% | 0.01% | +25.0% |
| Q2 2018 | $1,809,000 | +495.1% | 22,847 | +476.4% | 0.00% | +300.0% |
| Q1 2018 | $304,000 | – | 3,964 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 284,592 | $29,571,916 | 3.80% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,955 | $2,593,073 | 2.39% |
| Opus Capital Group, LLC | 103,518 | $10,757 | 1.86% |
| Seed Wealth Management, Inc. | 7,950 | $826,085 | 0.88% |
| Cassia Capital Partners, LLC | 3,089 | $320,978 | 0.25% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,958 | $1,138,646 | 0.25% |
| UMB Bank, n.a. | 122,123 | $12,689,801 | 0.19% |
| Geneos Wealth Management Inc. | 31,940 | $3,318,885 | 0.17% |
| Physician Wealth Advisors, Inc. | 5,961 | $621,919 | 0.15% |
| Onyx Bridge Wealth Group LLC | 5,086 | $528,475 | 0.13% |