VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q1 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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |