VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 20 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 114,289 | $11,393,000 | 3.82% |
| Symmetry Partners, LLC | 114,409 | $11,405,000 | 0.88% |
| Coastline Trust Co | 17,026 | $1,698,000 | 0.23% |
| Capital Advisors, Ltd. LLC | 4,542 | $453,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $312,000 | 0.06% |
| Laurel Wealth Advisors, Inc. | 2,791 | $278,000 | 0.04% |
| QCI ASSET MANAGEMENT INC/NY | 6,400 | $638,000 | 0.04% |
| Center for Financial Planning, Inc. | 900 | $90,000 | 0.02% |
| D.A. DAVIDSON & CO. | 5,435 | $542,000 | 0.01% |
| EATON VANCE MANAGEMENT | 22,720 | $2,264,000 | 0.00% |