VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,400 | -11.8% | 8,858 | -5.6% | 0.00% | – |
| Q2 2023 | $1,138,248 | +39.1% | 9,388 | +29.1% | 0.00% | – |
| Q1 2023 | $818,159 | -64.2% | 7,270 | -63.7% | 0.00% | -100.0% |
| Q4 2022 | $2,283,823 | +1083.3% | 20,023 | +997.8% | 0.00% | – |
| Q3 2022 | $193,000 | -75.6% | 1,824 | -69.3% | 0.00% | – |
| Q4 2021 | $792,000 | +1242.4% | 5,947 | +1201.3% | 0.00% | – |
| Q3 2021 | $59,000 | -67.6% | 457 | -66.9% | 0.00% | – |
| Q2 2021 | $182,000 | +41.1% | 1,382 | +33.1% | 0.00% | – |
| Q1 2021 | $129,000 | -36.8% | 1,038 | -51.7% | 0.00% | – |
| Q3 2020 | $204,000 | +973.7% | 2,150 | +886.2% | 0.00% | – |
| Q2 2020 | $19,000 | +46.2% | 218 | +41.6% | 0.00% | – |
| Q4 2019 | $13,000 | -80.9% | 154 | -81.2% | 0.00% | – |
| Q2 2019 | $68,000 | – | 819 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 15,593 | $1,757,000 | 4.52% |
| Strategic Financial Services, Inc, | 190,289 | $21,436,000 | 1.92% |
| Armbruster Capital Management, Inc. | 15,550 | $1,752,000 | 0.59% |
| Edge Capital Group, LLC | 36,709 | $4,135,000 | 0.35% |
| ANDERSON HOAGLAND & CO | 19,243 | $2,168,000 | 0.34% |
| Graypoint LLC | 5,283 | $595,000 | 0.10% |
| Physician Wealth Advisors, Inc. | 1,907 | $247,000 | 0.08% |
| Chicago Partners Investment Group LLC | 4,349 | $537,000 | 0.05% |
| Autus Asset Management, LLC | 2,435 | $274,000 | 0.04% |
| ATLAS CAPITAL ADVISORS LLC | 416 | $46,862,000 | 0.01% |