VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |