VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 15 filers reported holding VANGUARD WELLINGTON FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $348,000 | -72.5% | 5,480 | -62.6% | 0.17% | -64.3% |
| Q4 2019 | $1,267,000 | +10.2% | 14,640 | +1.3% | 0.47% | -1.7% |
| Q3 2019 | $1,150,000 | +32.5% | 14,450 | +32.6% | 0.48% | +30.6% |
| Q2 2019 | $868,000 | +0.5% | 10,895 | +0.0% | 0.37% | -5.4% |
| Q1 2019 | $864,000 | +15.8% | 10,890 | +1.9% | 0.39% | -3.5% |
| Q4 2018 | $746,000 | – | 10,690 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
| Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
| Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
| GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
| Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
| BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
| Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
| Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
| Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |