NWAM LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NWAM LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q3 2023$318,341
-1.2%
2,834
+0.3%
0.03%
+23.1%
Q2 2023$322,265
+5.7%
2,825
+0.4%
0.03%
-16.1%
Q1 2023$304,803
+6.5%
2,813
+3.1%
0.03%
+24.0%
Q4 2022$286,090
+33.7%
2,728
+21.5%
0.02%
+25.0%
Q3 2022$214,0002,2460.02%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q3 2023
NameSharesValueWeighting ↓
Compass Advisory Group LLC 88,738$8,692,0004.72%
Armbruster Capital Management, Inc. 159,536$15,627,0004.23%
GYL FINANCIAL SYNERGIES, LLC 55,817$5,468,0001.49%
Smart Money Group LLC 21,594$2,115,0001.47%
Professional Financial Advisors, LLC 21,070$2,064,0001.15%
Curran Financial Partners, LLC 23,273$2,280,0001.08%
Symmetry Partners, LLC 116,640$11,425,0000.77%
Capital Advisors, Ltd. LLC 18,618$1,824,0000.34%
Coastline Trust Co 17,186$1,683,0000.25%
Pure Financial Advisors, LLC 39,655$3,884,0000.24%
View complete list of VANGUARD WELLINGTON FD shareholders