VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 43 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 | $830,059 | +2.0% | 8,039 | +2.6% | 0.00% | 0.0% |
| Q2 2023 | $813,782 | +7.7% | 7,834 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $755,402 | -5.4% | 7,623 | -5.6% | 0.00% | -50.0% |
| Q4 2022 | $798,634 | +10.3% | 8,072 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $724,000 | -11.5% | 8,244 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $818,000 | +26.0% | 9,132 | +46.5% | 0.00% | +100.0% |
| Q1 2022 | $649,000 | +219.7% | 6,233 | +229.1% | 0.00% | – |
| Q4 2021 | $203,000 | +40.0% | 1,894 | +30.9% | 0.00% | – |
| Q3 2021 | $145,000 | +93.3% | 1,447 | +94.0% | 0.00% | – |
| Q2 2021 | $75,000 | +23.0% | 746 | +17.9% | 0.00% | – |
| Q1 2021 | $61,000 | +3.4% | 633 | -10.2% | 0.00% | – |
| Q4 2020 | $59,000 | +1.7% | 705 | -13.0% | 0.00% | – |
| Q3 2020 | $58,000 | +93.3% | 810 | +78.0% | 0.00% | – |
| Q2 2020 | $30,000 | +15.4% | 455 | 0.0% | 0.00% | – |
| Q1 2020 | $26,000 | – | 455 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | 219,089 | $22,300,000 | 2.92% |
| Opus Capital Group, LLC | 68,600 | $7,355,000 | 1.52% |
| Carroll Financial Associates, Inc. | 60,189 | $6,462,000 | 0.34% |
| Physician Wealth Advisors, Inc. | 8,237 | $884,000 | 0.23% |
| UMB Bank, n.a. | 131,982 | $14,150,000 | 0.18% |
| Claraphi Advisory Network, LLC | 3,753 | $402,000 | 0.14% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,500 | $268,000 | 0.07% |
| Coastline Trust Co | 3,600 | $386,000 | 0.04% |
| St. James Investment Advisors, LLC | 480 | $51,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 760 | $81,000 | 0.01% |