VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 41 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |