IFP Advisors, Inc - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 69 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$22,217
-88.4%
222
-89.7%
0.00%
-75.0%
Q2 2023$192,310
+126.8%
2,158
+100.0%
0.00%0.0%
Q1 2023$84,787
+959.8%
1,079
+979.0%
0.00%
Q3 2018$8,0000.0%1000.0%0.00%
Q2 2018$8,0001000.00%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 425,620$36,961,00010.54%
RWA WEALTH PARTNERS, LLC 1,716,060$149,023,00010.50%
Cassia Capital Partners, LLC 87,641$7,611,0006.97%
Compass Ion Advisors, LLC 277,573$24,104,0006.68%
Fortis Advisors, LLC 99,825$6,132,0004.38%
ANDERSON HOAGLAND & CO 299,937$26,047,0004.17%
Milestone Advisory Partners 56,639$4,919,0003.69%
SOUNDMARK WEALTH MANAGEMENT, LLC 40,480$3,515,0002.46%
Pacific Center for Financial Services 60,495$5,253,0002.06%
Symmetry Partners, LLC 300,100$26,061,0001.76%
View complete list of VANGUARD WELLINGTON FD shareholders