Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 24 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$985,000
+21.6%
7,801
+12.6%
0.26%
+14.3%
Q3 2021$810,000
+29.0%
6,928
+31.1%
0.22%
+23.8%
Q2 2021$628,000
+182.9%
5,283
+167.0%
0.18%
+182.8%
Q1 2021$222,0001,9790.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q1 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 116,968$13,669,0003.91%
Milestone Advisory Partners 34,010$3,974,0002.34%
Symmetry Partners, LLC 114,409$13,466,0000.89%
Cardan Capital Partners, LLC 60,429$7,062,0000.79%
Coastline Trust Co 15,666$1,831,0000.23%
Mosaic Family Wealth, LLC 6,928$810,0000.22%
Capital Advisors, Ltd. LLC 6,366$744,0000.13%
Secure Asset Management, LLC 1,762$206,0000.10%
Destiny Wealth Partners, LLC 3,129$366,0000.07%
Laurel Wealth Advisors, Inc. 2,791$326,0000.06%
View complete list of VANGUARD WELLINGTON FD shareholders