VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 31 filers reported holding VANGUARD WELLINGTON FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,462 | -3.0% | 2,656 | +0.6% | 0.00% | – |
| Q2 2023 | $263,446 | -34.4% | 2,640 | -35.3% | 0.00% | -100.0% |
| Q1 2023 | $401,303 | +9.8% | 4,079 | +9.8% | 0.00% | 0.0% |
| Q4 2022 | $365,340 | +37.9% | 3,715 | +25.1% | 0.00% | 0.0% |
| Q3 2022 | $265,000 | -7.3% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $286,000 | -6.8% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $307,000 | -2.8% | 2,970 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $316,000 | +1.6% | 2,970 | -6.8% | 0.00% | 0.0% |
| Q3 2021 | $311,000 | -0.6% | 3,185 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | +9.8% | 3,183 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $285,000 | +251.9% | 3,054 | +237.8% | 0.00% | – |
| Q4 2020 | $81,000 | +42.1% | 904 | +31.2% | 0.00% | – |
| Q3 2020 | $57,000 | +54.1% | 689 | +49.1% | 0.00% | – |
| Q2 2020 | $37,000 | -57.0% | 462 | -61.7% | 0.00% | – |
| Q1 2020 | $86,000 | – | 1,207 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |