VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 54 filers reported holding VANGUARD WELLINGTON FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,209,428 | +287.9% | 32,207 | +277.4% | 0.00% | – |
| Q1 2023 | $827,445 | -84.1% | 8,533 | -83.8% | 0.00% | -100.0% |
| Q4 2022 | $5,211,355 | +535.5% | 52,816 | +459.7% | 0.00% | – |
| Q3 2022 | $820,000 | -68.8% | 9,437 | -67.2% | 0.00% | -100.0% |
| Q2 2022 | $2,625,000 | +411.7% | 28,743 | +497.8% | 0.00% | – |
| Q1 2022 | $513,000 | -46.1% | 4,808 | -46.9% | 0.00% | – |
| Q4 2021 | $952,000 | +21.9% | 9,062 | +14.7% | 0.00% | – |
| Q3 2021 | $781,000 | -62.6% | 7,898 | -62.3% | 0.00% | -100.0% |
| Q2 2021 | $2,089,000 | +151.4% | 20,941 | +138.2% | 0.00% | – |
| Q1 2021 | $831,000 | +20.6% | 8,792 | -0.3% | 0.00% | – |
| Q4 2020 | $689,000 | -67.0% | 8,822 | -73.9% | 0.00% | -100.0% |
| Q3 2020 | $2,088,000 | +290.3% | 33,831 | +198.8% | 0.00% | 0.0% |
| Q1 2020 | $535,000 | -62.5% | 11,322 | -37.7% | 0.00% | -50.0% |
| Q4 2019 | $1,426,000 | +107.6% | 18,173 | +91.1% | 0.00% | +100.0% |
| Q3 2019 | $687,000 | +197.4% | 9,512 | +199.2% | 0.00% | – |
| Q2 2019 | $231,000 | -49.8% | 3,179 | -50.1% | 0.00% | -100.0% |
| Q1 2019 | $460,000 | +88.5% | 6,367 | +67.1% | 0.00% | 0.0% |
| Q4 2018 | $244,000 | -76.7% | 3,811 | -70.9% | 0.00% | -50.0% |
| Q3 2018 | $1,047,000 | +131.1% | 13,099 | +127.5% | 0.00% | +100.0% |
| Q2 2018 | $453,000 | -80.5% | 5,759 | -81.3% | 0.00% | -83.3% |
| Q1 2018 | $2,325,000 | – | 30,757 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |