VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 14 filers reported holding VANGUARD WELLINGTON FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $324,000 | -8.0% | 2,791 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $352,000 | +8.0% | 2,791 | 0.0% | 0.03% | -55.0% |
| Q3 2021 | $326,000 | -1.8% | 2,791 | 0.0% | 0.06% | +39.5% |
| Q2 2021 | $332,000 | +6.1% | 2,791 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $313,000 | +12.6% | 2,791 | 0.0% | 0.05% | +14.6% |
| Q4 2020 | $278,000 | +19.8% | 2,791 | 0.0% | 0.04% | +7.9% |
| Q3 2020 | $232,000 | +5.9% | 2,791 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $219,000 | -19.8% | 2,791 | -11.4% | 0.04% | -13.0% |
| Q4 2019 | $273,000 | +3.8% | 3,149 | -4.6% | 0.05% | +2.2% |
| Q3 2019 | $263,000 | 0.0% | 3,301 | +0.0% | 0.04% | -22.4% |
| Q2 2019 | $263,000 | +0.4% | 3,300 | +0.0% | 0.06% | -10.8% |
| Q1 2019 | $262,000 | – | 3,299 | – | 0.06% | – |
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% |