VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 42 filers reported holding VANGUARD WELLINGTON FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,114,898 | -7.1% | 36,290 | -0.6% | 1.04% | -4.6% |
| Q2 2023 | $4,427,250 | +12.4% | 36,515 | +4.3% | 1.09% | +8.2% |
| Q1 2023 | $3,940,550 | +30.9% | 35,015 | +32.7% | 1.01% | +29.1% |
| Q4 2022 | $3,010,043 | +3.4% | 26,390 | -4.1% | 0.78% | -6.0% |
| Q3 2022 | $2,910,000 | -18.9% | 27,515 | -18.3% | 0.83% | -14.4% |
| Q2 2022 | $3,588,000 | +7.6% | 33,665 | +27.6% | 0.97% | +20.8% |
| Q1 2022 | $3,334,000 | +76.0% | 26,375 | +85.4% | 0.80% | +85.5% |
| Q4 2021 | $1,894,000 | +23.0% | 14,225 | +18.8% | 0.43% | -1.6% |
| Q3 2021 | $1,540,000 | -2.2% | 11,975 | 0.0% | 0.44% | -0.9% |
| Q2 2021 | $1,575,000 | -14.8% | 11,975 | -19.8% | 0.44% | -19.0% |
| Q1 2021 | $1,849,000 | +5.5% | 14,925 | -4.0% | 0.55% | -6.8% |
| Q4 2020 | $1,752,000 | +10.6% | 15,550 | -6.7% | 0.59% | -3.4% |
| Q3 2020 | $1,584,000 | +2.7% | 16,675 | -7.1% | 0.61% | -1.6% |
| Q2 2020 | $1,543,000 | +13.3% | 17,950 | -10.9% | 0.62% | -3.6% |
| Q1 2020 | $1,362,000 | – | 20,151 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |