VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,746,000 | -8.4% | 25,961 | -7.7% | 6.72% | +5.8% |
| Q2 2022 | $2,998,000 | -32.0% | 28,130 | -19.3% | 6.35% | +10.9% |
| Q1 2022 | $4,407,000 | -36.3% | 34,862 | -32.9% | 5.73% | -31.3% |
| Q4 2021 | $6,913,000 | +34.8% | 51,917 | +30.2% | 8.34% | +0.5% |
| Q3 2021 | $5,129,000 | +21.5% | 39,875 | +24.2% | 8.30% | -0.7% |
| Q2 2021 | $4,221,000 | +44.9% | 32,103 | +36.5% | 8.36% | +24.0% |
| Q1 2021 | $2,914,000 | +65.9% | 23,516 | +50.8% | 6.75% | +49.2% |
| Q4 2020 | $1,757,000 | +139.0% | 15,593 | +101.6% | 4.52% | +115.3% |
| Q3 2020 | $735,000 | – | 7,735 | – | 2.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Newfound Research LLC | 39,875 | $5,129,000 | 8.30% |
| RITHOLTZ WEALTH MANAGEMENT | 268,622 | $34,550,000 | 2.40% |
| Strategic Financial Services, Inc, | 197,071 | $25,347,000 | 2.00% |
| ANDERSON HOAGLAND & CO | 73,406 | $9,441,000 | 1.20% |
| Richard P Slaughter Associates Inc | 19,065 | $2,452,000 | 0.97% |
| Fortis Advisors, LLC | 7,515 | $967,000 | 0.59% |
| Armbruster Capital Management, Inc. | 11,975 | $1,540,000 | 0.44% |
| Edge Capital Group, LLC | 33,894 | $4,359,000 | 0.35% |
| Tillar-Wenstrup Advisors, LLC | 4,764 | $613,000 | 0.28% |
| Mosaic Family Wealth, LLC | 6,224 | $801,000 | 0.22% |