VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,799 | -78.7% | 809 | -80.0% | 0.00% | -62.5% |
| Q2 2023 | $365,169 | +158.1% | 4,046 | +130.8% | 0.01% | +33.3% |
| Q1 2023 | $141,507 | +1010664.3% | 1,753 | +1031.0% | 0.01% | – |
| Q4 2022 | $14 | – | 155 | +7650.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 2 | -99.7% | 0.00% | -100.0% |
| Q1 2021 | $62,000 | -63.7% | 671 | -64.7% | 0.00% | -85.7% |
| Q4 2020 | $171,000 | -12.8% | 1,903 | -20.0% | 0.01% | -41.7% |
| Q3 2020 | $196,000 | +16.0% | 2,379 | +9.0% | 0.01% | -7.7% |
| Q2 2020 | $169,000 | -6.6% | 2,183 | -13.1% | 0.01% | -27.8% |
| Q1 2020 | $181,000 | +32.1% | 2,511 | +66.6% | 0.02% | +80.0% |
| Q4 2019 | $137,000 | -44.5% | 1,507 | -45.4% | 0.01% | -41.2% |
| Q3 2019 | $247,000 | +187.2% | 2,760 | +137.1% | 0.02% | +240.0% |
| Q4 2018 | $86,000 | +95.5% | 1,164 | +125.1% | 0.01% | +150.0% |
| Q3 2018 | $44,000 | +300.0% | 517 | +285.8% | 0.00% | – |
| Q2 2018 | $11,000 | – | 134 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |