VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 20 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,936 | -21.1% | 7,639 | -23.9% | 0.00% | – |
| Q1 2023 | $1,087,958 | -9.7% | 10,043 | -12.6% | 0.00% | -100.0% |
| Q4 2022 | $1,204,191 | -55.2% | 11,485 | -50.3% | 0.00% | 0.0% |
| Q1 2022 | $2,687,000 | +38.8% | 23,118 | +50.8% | 0.00% | 0.0% |
| Q4 2021 | $1,936,000 | +35.7% | 15,331 | +27.7% | 0.00% | 0.0% |
| Q2 2021 | $1,427,000 | +64.4% | 12,004 | +55.2% | 0.00% | – |
| Q1 2021 | $868,000 | -49.0% | 7,736 | -54.7% | 0.00% | -100.0% |
| Q4 2020 | $1,703,000 | -1.2% | 17,088 | -17.6% | 0.00% | 0.0% |
| Q3 2020 | $1,724,000 | +20.7% | 20,740 | +14.1% | 0.00% | 0.0% |
| Q2 2020 | $1,428,000 | +30.4% | 18,183 | +5.6% | 0.00% | 0.0% |
| Q1 2020 | $1,095,000 | -47.9% | 17,222 | -29.0% | 0.00% | -66.7% |
| Q4 2019 | $2,100,000 | +680.7% | 24,268 | +619.3% | 0.00% | – |
| Q3 2019 | $269,000 | -70.4% | 3,374 | -70.5% | 0.00% | -100.0% |
| Q2 2019 | $910,000 | -49.2% | 11,420 | -49.4% | 0.00% | -33.3% |
| Q1 2019 | $1,791,000 | +706.8% | 22,569 | +771.1% | 0.00% | – |
| Q3 2018 | $222,000 | -0.9% | 2,591 | -6.2% | 0.00% | -100.0% |
| Q2 2018 | $224,000 | -95.2% | 2,762 | -95.5% | 0.00% | -91.7% |
| Q1 2018 | $4,662,000 | – | 61,112 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
| Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
| GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
| Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
| Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
| Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
| Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
| Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
| Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
| Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |