Mosaic Family Wealth, LLC - VANGUARD WELLINGTON FD ownership

VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 52 filers reported holding VANGUARD WELLINGTON FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WELLINGTON FD
ValueSharesWeighting
Q4 2021$1,017,000
+19.1%
9,674
+12.0%
0.26%
+11.8%
Q3 2021$854,000
+26.9%
8,636
+28.1%
0.24%
+22.2%
Q2 2021$673,000
+210.1%
6,742
+193.9%
0.19%
+207.9%
Q1 2021$217,0002,2940.06%
Other shareholders
VANGUARD WELLINGTON FD shareholders Q2 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 426,742$48,251,74410.02%
Sterling Manor Financial, LLC 114,855$12,986,6569.88%
Fortis Advisors, LLC 55,840$6,313,7784.20%
ANDERSON HOAGLAND & CO 263,708$29,356,8743.08%
MorganRosel Wealth Management, LLC 59,295$6,704,4862.37%
Smart Money Group LLC 33,283$4,082,5211.46%
Symmetry Partners, LLC 176,694$19,9791.03%
RWA WEALTH PARTNERS, LLC 597,447$67,553,3410.89%
Rockingstone Advisors LLC 11,225$1,269,2110.65%
Stokes Family Office, LLC 46,784$5,289,8260.62%
View complete list of VANGUARD WELLINGTON FD shareholders