VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 29 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,319 | -43.5% | 129 | -49.6% | 0.00% | 0.0% |
| Q2 2023 | $23,568 | +142.8% | 256 | +111.6% | 0.00% | – |
| Q1 2023 | $9,706 | +40341.7% | 121 | -62.2% | 0.00% | -100.0% |
| Q4 2022 | $24 | -99.7% | 320 | +162.3% | 0.00% | – |
| Q3 2022 | $9,000 | 0.0% | 122 | +1.7% | 0.00% | – |
| Q2 2022 | $9,000 | -71.0% | 120 | -69.1% | 0.00% | – |
| Q1 2022 | $31,000 | +6.9% | 388 | +44.8% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | +11.5% | 268 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 266 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 262 | +0.4% | 0.00% | – |
| Q1 2021 | $25,000 | +4.2% | 261 | -8.4% | 0.00% | -100.0% |
| Q4 2020 | $24,000 | +14.3% | 285 | -0.3% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | -22.2% | 286 | -27.6% | 0.00% | -50.0% |
| Q2 2020 | $27,000 | -27.0% | 395 | -39.3% | 0.00% | -50.0% |
| Q1 2020 | $37,000 | -21.3% | 651 | +14.6% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | +11.9% | 568 | +1.2% | 0.00% | +33.3% |
| Q3 2019 | $42,000 | – | 561 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 68,842 | $5,674,000 | 2.77% |
| Pinnacle Wealth Management Advisory Group, LLC | 7,220 | $595,000 | 0.29% |
| Northstar Group, Inc. | 2,775 | $278,000 | 0.13% |
| Advisory Services Network, LLC | 4,200 | $346,000 | 0.02% |
| Parkside Financial Bank & Trust | 850 | $70,000 | 0.02% |
| PINNACLE ASSOCIATES LTD | 7,605 | $627,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 15,140 | $1,248,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,570 | $1,942,000 | 0.01% |
| JANE STREET GROUP, LLC | 30,054 | $2,477,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,526 | $620,000 | 0.01% |