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 | $2,018 | +4.1% | 17,971 | +5.7% | 0.31% | +6.6% |
| Q2 2023 | $1,939 | +7.0% | 16,998 | +1.6% | 0.29% | -2.7% |
| Q1 2023 | $1,812 | +1.8% | 16,729 | -1.5% | 0.30% | -3.6% |
| Q4 2022 | $1,780 | -99.9% | 16,981 | -14.0% | 0.31% | -15.6% |
| Q3 2022 | $1,882,000 | +3.2% | 19,755 | +6.1% | 0.37% | +7.0% |
| Q2 2022 | $1,824,000 | +9.0% | 18,618 | +29.3% | 0.34% | +23.0% |
| Q1 2022 | $1,674,000 | +23.1% | 14,401 | +33.7% | 0.28% | +26.9% |
| Q4 2021 | $1,360,000 | +82.8% | 10,770 | +69.2% | 0.22% | +64.7% |
| Q3 2021 | $744,000 | +22.4% | 6,366 | +24.4% | 0.13% | +22.0% |
| Q2 2021 | $608,000 | +19.2% | 5,117 | +12.6% | 0.11% | +16.0% |
| Q1 2021 | $510,000 | +12.6% | 4,546 | +0.1% | 0.09% | -6.0% |
| Q4 2020 | $453,000 | +20.2% | 4,542 | +0.2% | 0.10% | +6.4% |
| Q3 2020 | $377,000 | +6.2% | 4,534 | +0.3% | 0.09% | 0.0% |
| Q2 2020 | $355,000 | +23.7% | 4,522 | 0.0% | 0.09% | +4.4% |
| Q1 2020 | $287,000 | +13.9% | 4,522 | +55.6% | 0.09% | +40.6% |
| Q4 2019 | $252,000 | +28.6% | 2,906 | +18.3% | 0.06% | +18.5% |
| Q3 2019 | $196,000 | +402.6% | 2,456 | +403.3% | 0.05% | +390.9% |
| Q2 2019 | $39,000 | – | 488 | – | 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% |