VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 51 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,318 | -34.8% | 2,961 | -35.1% | 0.05% | -55.7% |
| Q2 2023 | $454,370 | -98.0% | 4,560 | -98.1% | 0.12% | -98.0% |
| Q1 2023 | $23,199,408 | -3.6% | 239,243 | -1.9% | 5.86% | -5.3% |
| Q4 2022 | $24,073,925 | -0.1% | 243,984 | -12.1% | 6.19% | -7.4% |
| Q3 2022 | $24,104,000 | -7.4% | 277,573 | -2.6% | 6.68% | -11.4% |
| Q2 2022 | $26,032,000 | -17.4% | 285,005 | -3.5% | 7.54% | -22.7% |
| Q1 2022 | $31,510,000 | +86.3% | 295,262 | +83.5% | 9.75% | +79.3% |
| Q4 2021 | $16,912,000 | +43.5% | 160,947 | +35.0% | 5.44% | +28.4% |
| Q3 2021 | $11,789,000 | +12.6% | 119,227 | +13.6% | 4.24% | +4.1% |
| Q2 2021 | $10,471,000 | +68.5% | 104,939 | +59.5% | 4.07% | +59.0% |
| Q1 2021 | $6,216,000 | – | 65,775 | – | 2.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 361,584 | $35,753,000 | 10.22% |
| Paragon Wealth Strategies, LLC | 279,980 | $27,684,000 | 7.38% |
| Compass Ion Advisors, LLC | 119,227 | $11,789,000 | 4.24% |
| Frank, Rimerman Advisors LLC | 100,000 | $9,887,970 | 3.82% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 106,768 | $10,557,000 | 3.81% |
| Fortis Advisors, LLC | 89,773 | $5,674,000 | 3.47% |
| ANDERSON HOAGLAND & CO | 248,548 | $24,576,000 | 3.13% |
| MorganRosel Wealth Management, LLC | 47,164 | $4,664,000 | 2.55% |
| Symmetry Partners, LLC | 300,100 | $30,355,000 | 2.00% |
| Andesa Financial Management Inc. | 22,110 | $2,188,000 | 1.19% |