VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |