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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 181,720 | $20,408,989 | 5.16% |
Hobart Private Capital, LLC | 115,691 | $12,993,256 | 4.93% |
Professional Financial Advisors, LLC | 23,102 | $2,594,626 | 1.17% |
GYL FINANCIAL SYNERGIES, LLC | 67,849 | $7,620,109 | 0.74% |
INTERACTIVE FINANCIAL ADVISORS, INC. | 9,185 | $1,031,567 | 0.70% |
Symmetry Partners, LLC | 102,940 | $11,561 | 0.63% |
BEACON FINANCIAL PLANNING, INC | 3,324 | $373,269 | 0.32% |
Capital Advisors, Ltd. LLC | 17,971 | $2,018 | 0.31% |
Coastline Trust Co | 16,395 | $1,841,322 | 0.27% |
Foundations Investment Advisors, LLC | 67,382 | $7,567,641 | 0.23% |