VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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. | 384,461 | $41,030,000 | 9.88% |
| Compass Ion Advisors, LLC | 295,262 | $31,510,000 | 9.75% |
| Paragon Wealth Strategies, LLC | 297,587 | $31,758,000 | 8.32% |
| Frank, Rimerman Advisors LLC | 197,600 | $21,087,872 | 6.75% |
| Cassia Capital Partners, LLC | 72,409 | $7,727,000 | 6.19% |
| ANDERSON HOAGLAND & CO | 271,603 | $28,985,000 | 3.73% |
| Fortis Advisors, LLC | 95,775 | $6,427,000 | 3.53% |
| Milestone Advisory Partners | 58,863 | $6,282,000 | 3.39% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 44,153 | $4,712,000 | 3.30% |
| MorganRosel Wealth Management, LLC | 58,385 | $6,231,000 | 3.02% |