VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 71 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |