VANGUARD WELLINGTON FD's ticker is VFQY and the CUSIP is 921935706. A total of 57 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 | $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 ↓ |
|---|---|---|---|
| Compass Advisory Group LLC | 88,738 | $8,692,000 | 4.72% |
| Armbruster Capital Management, Inc. | 159,536 | $15,627,000 | 4.23% |
| GYL FINANCIAL SYNERGIES, LLC | 55,817 | $5,468,000 | 1.49% |
| Smart Money Group LLC | 21,594 | $2,115,000 | 1.47% |
| Professional Financial Advisors, LLC | 21,070 | $2,064,000 | 1.15% |
| Curran Financial Partners, LLC | 23,273 | $2,280,000 | 1.08% |
| Symmetry Partners, LLC | 116,640 | $11,425,000 | 0.77% |
| Capital Advisors, Ltd. LLC | 18,618 | $1,824,000 | 0.34% |
| Coastline Trust Co | 17,186 | $1,683,000 | 0.25% |
| Pure Financial Advisors, LLC | 39,655 | $3,884,000 | 0.24% |