VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 40 filers reported holding VANGUARD WELLINGTON FD in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 154,899 | $13,811,000 | 2.21% |
| Destiny Wealth Partners, LLC | 80,909 | $7,214,000 | 1.62% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6,392 | $570,000 | 0.18% |
| UMB Bank, n.a. | 86,526 | $7,715,000 | 0.13% |
| Autus Asset Management, LLC | 5,295 | $472,000 | 0.09% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1,475 | $132,000 | 0.07% |
| SeaCrest Wealth Management, LLC | 4,011 | $358,000 | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 38,595 | $3,441,000 | 0.05% |
| Parkside Financial Bank & Trust | 1,381 | $123,000 | 0.04% |
| SRS Capital Advisors, Inc. | 732 | $65,000 | 0.01% |