VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 42 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 | $131,403 | +107.2% | 1,170 | +110.4% | 0.00% | – |
| Q2 2023 | $63,420 | +4.5% | 556 | -0.7% | 0.00% | – |
| Q1 2023 | $60,665 | +14.8% | 560 | +11.1% | 0.00% | – |
| Q4 2022 | $52,844 | – | 504 | +12500.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 4 | -98.9% | 0.00% | – |
| Q2 2022 | $37,000 | -46.4% | 379 | -36.1% | 0.00% | – |
| Q1 2022 | $69,000 | +2200.0% | 593 | +1876.7% | 0.00% | – |
| Q4 2020 | $3,000 | -96.9% | 30 | -97.4% | 0.00% | – |
| Q3 2020 | $97,000 | +155.3% | 1,167 | +139.6% | 0.00% | – |
| Q2 2020 | $38,000 | +192.3% | 487 | +147.2% | 0.00% | – |
| Q1 2020 | $13,000 | -73.5% | 197 | -68.2% | 0.00% | – |
| Q3 2019 | $49,000 | -68.6% | 620 | -68.3% | 0.00% | – |
| Q2 2019 | $156,000 | -66.3% | 1,954 | -63.9% | 0.00% | – |
| Q3 2018 | $463,000 | +1346.9% | 5,410 | +1175.9% | 0.00% | – |
| Q1 2018 | $32,000 | – | 424 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |