VANGUARD WELLINGTON FD's ticker is VFMO and the CUSIP is 921935508. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,468 | +1.5% | 5,851 | +8.5% | 0.00% | 0.0% |
| Q2 2023 | $653,692 | +9.5% | 5,391 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $596,844 | +25.3% | 5,303 | +27.0% | 0.00% | 0.0% |
| Q4 2022 | $476,250 | +13.1% | 4,174 | +5.0% | 0.00% | 0.0% |
| Q3 2022 | $421,000 | +11.7% | 3,974 | +12.3% | 0.00% | 0.0% |
| Q2 2022 | $377,000 | +28.2% | 3,539 | +52.1% | 0.00% | 0.0% |
| Q1 2022 | $294,000 | -41.2% | 2,327 | -37.9% | 0.00% | 0.0% |
| Q4 2021 | $500,000 | +166.0% | 3,746 | +156.2% | 0.00% | – |
| Q3 2021 | $188,000 | +291.7% | 1,462 | +295.1% | 0.00% | – |
| Q2 2021 | $48,000 | -92.8% | 370 | -93.2% | 0.00% | -100.0% |
| Q1 2021 | $670,000 | +3622.2% | 5,407 | +3411.0% | 0.00% | – |
| Q4 2020 | $18,000 | +63.6% | 154 | +28.3% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 120 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 120 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | – | 120 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 124,724 | $14,226 | 2.40% |
| ANDERSON HOAGLAND & CO | 138,019 | $15,879,114 | 2.31% |
| Strategic Financial Services, Inc, | 252,290 | $28,776,242 | 2.30% |
| RITHOLTZ WEALTH MANAGEMENT | 345,507 | $39,408,551 | 2.20% |
| Meredith Wealth Planning | 21,222 | $2,420,583 | 2.08% |
| Frisch Financial Group, Inc. | 35,253 | $4,021 | 1.51% |
| Systelligence, LLC | 38,481 | $4,389,143 | 1.14% |
| Nova R Wealth, Inc. | 11,131 | $1,269,551 | 0.93% |
| Silicon Hills Wealth Management, LLC | 9,584 | $1,093,196 | 0.81% |
| Armbruster Capital Management, Inc. | 26,390 | $3,010,043 | 0.78% |