VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |