VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 264,031 | $27,263,794 | 3.64% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 24,893 | $2,570,443 | 2.47% |
| Opus Capital Group, LLC | 103,779 | $10,716 | 1.90% |
| Seed Wealth Management, Inc. | 7,950 | $820,915 | 0.92% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10,996 | $1,135,444 | 0.26% |
| Cassia Capital Partners, LLC | 2,869 | $296,252 | 0.24% |
| Walkner Condon Financial Advisors LLC | 6,090 | $628,852 | 0.17% |
| Geneos Wealth Management Inc. | 30,057 | $3,103,686 | 0.16% |
| Onyx Bridge Wealth Group LLC | 6,317 | $652,321 | 0.15% |
| Physician Wealth Advisors, Inc. | 5,284 | $543,538 | 0.14% |