VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 55 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 | $73,674 | -42.5% | 656 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $128,134 | +140.4% | 1,312 | +100.0% | 0.00% | +50.0% |
| Q1 2023 | $53,307 | +102413.5% | 656 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $52 | -99.6% | 656 | +337.3% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
| Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
| GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
| Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
| Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
| Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
| Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
| Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
| Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
| Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |