VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 24 filers reported holding VANGUARD WELLINGTON FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,339 | -16.6% | 3,509 | -16.1% | 0.00% | – |
| Q2 2023 | $434,448 | +82.9% | 4,181 | +74.4% | 0.00% | – |
| Q1 2023 | $237,533 | +308.8% | 2,397 | +307.7% | 0.00% | – |
| Q4 2022 | $58,112 | +57.1% | 588 | +40.3% | 0.00% | – |
| Q3 2022 | $37,000 | -66.1% | 419 | -65.5% | 0.00% | – |
| Q2 2022 | $109,000 | +122.4% | 1,213 | +158.6% | 0.00% | – |
| Q1 2022 | $49,000 | -22.2% | 469 | -20.6% | 0.00% | – |
| Q4 2021 | $63,000 | -59.6% | 591 | -61.8% | 0.00% | – |
| Q2 2021 | $156,000 | +33.3% | 1,546 | +28.0% | 0.00% | – |
| Q1 2021 | $117,000 | -35.0% | 1,208 | -43.6% | 0.00% | – |
| Q4 2020 | $180,000 | -6.2% | 2,142 | -20.6% | 0.00% | – |
| Q3 2020 | $192,000 | -16.9% | 2,699 | -20.7% | 0.00% | – |
| Q2 2020 | $231,000 | -9.4% | 3,405 | -24.7% | 0.00% | – |
| Q1 2020 | $255,000 | -63.5% | 4,520 | -47.4% | 0.00% | – |
| Q4 2019 | $698,000 | +25.5% | 8,592 | +17.0% | 0.00% | – |
| Q3 2019 | $556,000 | -10.0% | 7,346 | -9.8% | 0.00% | – |
| Q2 2019 | $618,000 | +72.6% | 8,145 | +70.3% | 0.00% | – |
| Q1 2019 | $358,000 | -51.9% | 4,784 | -56.6% | 0.00% | – |
| Q4 2018 | $744,000 | +459.4% | 11,019 | +554.3% | 0.00% | – |
| Q2 2018 | $133,000 | – | 1,684 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |