VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,173 | -77.7% | 5,917 | -77.8% | 0.00% | -100.0% |
| Q2 2023 | $2,658,861 | +13.9% | 26,682 | +10.9% | 0.00% | 0.0% |
| Q1 2023 | $2,333,680 | +837.8% | 24,066 | +854.2% | 0.00% | – |
| Q4 2022 | $248,845 | -64.5% | 2,522 | -68.8% | 0.00% | – |
| Q3 2022 | $701,000 | +3238.1% | 8,079 | +3352.6% | 0.00% | – |
| Q2 2022 | $21,000 | -69.1% | 234 | -65.7% | 0.00% | – |
| Q2 2021 | $68,000 | +209.1% | 683 | +141.3% | 0.00% | – |
| Q4 2020 | $22,000 | -56.0% | 283 | -64.7% | 0.00% | – |
| Q3 2020 | $50,000 | +1150.0% | 802 | +1173.0% | 0.00% | – |
| Q2 2020 | $4,000 | -86.2% | 63 | -83.0% | 0.00% | – |
| Q4 2019 | $29,000 | -56.7% | 370 | -60.1% | 0.00% | – |
| Q3 2019 | $67,000 | -49.2% | 927 | -49.5% | 0.00% | – |
| Q1 2019 | $132,000 | +193.3% | 1,834 | +226.3% | 0.00% | – |
| Q3 2018 | $45,000 | – | 562 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
| Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
| Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
| ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
| MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
| Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
| Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
| RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
| Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |