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 | $311,449 | +0.4% | 3,112 | 0.0% | 0.04% | -4.4% |
Q2 2023 | $310,111 | +4.3% | 3,112 | 0.0% | 0.04% | -6.2% |
Q1 2023 | $297,383 | -5.7% | 3,112 | -2.6% | 0.05% | -22.6% |
Q4 2022 | $315,251 | +13.8% | 3,195 | 0.0% | 0.06% | +5.1% |
Q3 2022 | $277,000 | -5.1% | 3,195 | 0.0% | 0.06% | -4.8% |
Q2 2022 | $292,000 | -15.9% | 3,195 | 0.0% | 0.06% | -3.1% |
Q1 2022 | $347,000 | +2.4% | 3,195 | 0.0% | 0.06% | +16.4% |
Q4 2021 | $339,000 | +13.4% | 3,195 | +2.2% | 0.06% | +1.9% |
Q3 2021 | $299,000 | 0.0% | 3,125 | 0.0% | 0.05% | 0.0% |
Q2 2021 | $299,000 | +1.4% | 3,125 | 0.0% | 0.05% | -6.9% |
Q1 2021 | $295,000 | – | 3,125 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |