VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
| Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
| Graypoint LLC | 2,827 | $278,000 | 0.04% |
| Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
| Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
| SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
| Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
| D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |