VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |