Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 33 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$908,000
+13.4%
6,820
+9.6%
0.24%
+6.3%
Q3 2021$801,000
+30.2%
6,224
+33.0%
0.22%
+24.7%
Q2 2021$615,0004,6780.18%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2021
NameSharesValueWeighting ↓
Newfound Research LLC 23,516$2,914,0006.75%
Strategic Financial Services, Inc. 187,380$23,220,0001.96%
ANDERSON HOAGLAND & CO 51,071$6,329,0000.90%
Fortis Advisors, LLC 6,410$794,0000.56%
Armbruster Capital Management, Inc. 14,925$1,849,0000.55%
Edge Capital Group, LLC 36,066$4,469,0000.37%
Fulcrum Equity Management 2,828$350,0000.14%
Graypoint LLC 5,603$694,0000.11%
Physician Wealth Advisors, Inc. 1,762$223,0000.07%
Chicago Partners Investment Group LLC 4,052$525,0000.04%
View complete list of VANGUARD WELLINGTON FD shareholders