VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 55 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,879 | -49.5% | 1,210 | -48.8% | 0.00% | – |
| Q2 2023 | $269,236 | -22.1% | 2,364 | -26.1% | 0.00% | -100.0% |
| Q1 2023 | $345,567 | +3.5% | 3,198 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $334,000 | +16.8% | 3,182 | +6.0% | 0.00% | 0.0% |
| Q3 2022 | $286,000 | -4.3% | 3,002 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $299,000 | +30.6% | 3,039 | +54.0% | 0.00% | – |
| Q1 2022 | $229,000 | -8.4% | 1,973 | -0.5% | 0.00% | – |
| Q4 2021 | $250,000 | -64.6% | 1,983 | -66.6% | 0.00% | -100.0% |
| Q2 2021 | $706,000 | +10.3% | 5,940 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $640,000 | – | 5,704 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 116,968 | $13,669,000 | 3.91% |
| Milestone Advisory Partners | 34,010 | $3,974,000 | 2.34% |
| Symmetry Partners, LLC | 114,409 | $13,466,000 | 0.89% |
| Cardan Capital Partners, LLC | 60,429 | $7,062,000 | 0.79% |
| Coastline Trust Co | 15,666 | $1,831,000 | 0.23% |
| Mosaic Family Wealth, LLC | 6,928 | $810,000 | 0.22% |
| Capital Advisors, Ltd. LLC | 6,366 | $744,000 | 0.13% |
| Secure Asset Management, LLC | 1,762 | $206,000 | 0.10% |
| Destiny Wealth Partners, LLC | 3,129 | $366,000 | 0.07% |
| Laurel Wealth Advisors, Inc. | 2,791 | $326,000 | 0.06% |