Vanguard/Wellington Fd's ticker is and the CUSIP is 921935102. A total of 3 filers reported holding Vanguard/Wellington Fd in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $218,000 | -6.8% | 4,925 | -15.6% | 0.03% | -20.0% |
Q1 2019 | $234,000 | -32.0% | 5,838 | -30.4% | 0.04% | -42.6% |
Q2 2017 | $344,000 | +2.7% | 8,392 | +0.7% | 0.06% | +5.2% |
Q1 2017 | $335,000 | +3.4% | 8,336 | +0.6% | 0.06% | -1.7% |
Q4 2016 | $324,000 | +3.2% | 8,287 | +2.6% | 0.06% | 0.0% |
Q3 2016 | $314,000 | +2.6% | 8,080 | +0.6% | 0.06% | +1.7% |
Q2 2016 | $306,000 | -11.6% | 8,028 | -14.3% | 0.06% | -20.5% |
Q3 2015 | $346,000 | +18.5% | 9,364 | +24.3% | 0.07% | +32.7% |
Q2 2015 | $292,000 | -0.7% | 7,534 | +0.6% | 0.06% | 0.0% |
Q1 2015 | $294,000 | +1.0% | 7,488 | +0.6% | 0.06% | +7.8% |
Q4 2014 | $291,000 | +2.8% | 7,444 | +4.5% | 0.05% | -5.6% |
Q3 2014 | $283,000 | +0.4% | 7,122 | +0.6% | 0.05% | -12.9% |
Q2 2014 | $282,000 | – | 7,080 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CATAWBA CAPITAL MANAGEMENT /VA | 31,195 | $1,148,000 | 0.31% |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27,114 | $998,000 | 0.14% |
Advocacy Wealth Management Services, LLC | 3,004 | $111,000 | 0.13% |
MOTCO | 939 | $35,000 | 0.00% |
REILLY FINANCIAL ADVISORS, LLC | 584 | $21,000 | 0.00% |
WealthPLAN Partners, LLC | 406 | $14,936,000 | 0.00% |