VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,506,715 | -6.3% | 26,066 | -2.8% | 0.00% | 0.0% |
| Q2 2023 | $2,676,407 | +1.0% | 26,822 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $2,650,455 | +672604.3% | 26,941 | +673425.0% | 0.00% | – |
| Q4 2022 | $394 | -99.7% | 4 | -99.7% | 0.00% | – |
| Q3 2022 | $126,000 | +500.0% | 1,416 | +587.4% | 0.00% | – |
| Q1 2022 | $21,000 | +61.5% | 206 | +71.7% | 0.00% | – |
| Q4 2021 | $13,000 | -81.4% | 120 | -83.2% | 0.00% | – |
| Q3 2021 | $70,000 | -66.0% | 716 | -65.9% | 0.00% | – |
| Q2 2021 | $206,000 | -34.8% | 2,099 | -37.9% | 0.00% | – |
| Q1 2021 | $316,000 | -12.0% | 3,378 | -15.9% | 0.00% | – |
| Q4 2020 | $359,000 | +14.7% | 4,017 | +5.9% | 0.00% | – |
| Q3 2020 | $313,000 | +111.5% | 3,792 | +102.8% | 0.00% | – |
| Q2 2020 | $148,000 | +146.7% | 1,870 | +121.8% | 0.00% | – |
| Q1 2020 | $60,000 | – | 843 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |