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 | $36 | -54.4% | 351 | -53.8% | 0.01% | -50.0% |
| Q2 2023 | $79 | +5.3% | 760 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $75 | 0.0% | 760 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $75 | -99.9% | 760 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $67,000 | -1.5% | 760 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $68,000 | -13.9% | 760 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $79,000 | -2.5% | 760 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $81,000 | +6.6% | 760 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $76,000 | -1.3% | 760 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $77,000 | +4.1% | 760 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $74,000 | +15.6% | 760 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $64,000 | +120.7% | 760 | +85.8% | 0.01% | +100.0% |
| Q3 2020 | $29,000 | +3.6% | 409 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +21.7% | 409 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $23,000 | -91.9% | 409 | -88.3% | 0.01% | -90.3% |
| Q4 2019 | $284,000 | +7.2% | 3,499 | 0.0% | 0.07% | -1.4% |
| Q3 2019 | $265,000 | -0.4% | 3,499 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $266,000 | -14.5% | 3,499 | -15.6% | 0.08% | -10.7% |
| Q1 2019 | $311,000 | +11.1% | 4,148 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $280,000 | – | 4,148 | – | 0.08% | – |
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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% |