VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 26 filers reported holding VANGUARD WELLINGTON FD in Q3 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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |