VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 70 filers reported holding VANGUARD WELLINGTON FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,209 | -75.9% | 4,908 | -75.9% | 0.00% | -75.0% |
| Q2 2023 | $2,036,248 | +4.0% | 20,337 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $1,958,785 | +29.1% | 20,245 | +31.6% | 0.00% | +33.3% |
| Q4 2022 | $1,517,746 | +16.5% | 15,385 | +2.4% | 0.00% | 0.0% |
| Q3 2022 | $1,303,000 | +40.4% | 15,025 | +48.9% | 0.00% | +50.0% |
| Q2 2022 | $928,000 | +106.2% | 10,091 | +139.1% | 0.00% | +100.0% |
| Q1 2022 | $450,000 | +80.7% | 4,220 | +78.3% | 0.00% | – |
| Q4 2021 | $249,000 | +6.9% | 2,367 | +0.1% | 0.00% | – |
| Q3 2021 | $233,000 | -0.4% | 2,364 | +0.1% | 0.00% | -100.0% |
| Q2 2021 | $234,000 | +532.4% | 2,362 | +493.5% | 0.00% | – |
| Q1 2021 | $37,000 | +15.6% | 398 | 0.0% | 0.00% | – |
| Q4 2020 | $32,000 | +6.7% | 398 | -17.6% | 0.00% | – |
| Q3 2020 | $30,000 | -9.1% | 483 | -15.0% | 0.00% | – |
| Q2 2020 | $33,000 | -75.7% | 568 | -80.2% | 0.00% | -100.0% |
| Q1 2020 | $136,000 | – | 2,871 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 425,620 | $36,961,000 | 10.54% |
| RWA WEALTH PARTNERS, LLC | 1,716,060 | $149,023,000 | 10.50% |
| Cassia Capital Partners, LLC | 87,641 | $7,611,000 | 6.97% |
| Compass Ion Advisors, LLC | 277,573 | $24,104,000 | 6.68% |
| Fortis Advisors, LLC | 99,825 | $6,132,000 | 4.38% |
| ANDERSON HOAGLAND & CO | 299,937 | $26,047,000 | 4.17% |
| Milestone Advisory Partners | 56,639 | $4,919,000 | 3.69% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 40,480 | $3,515,000 | 2.46% |
| Pacific Center for Financial Services | 60,495 | $5,253,000 | 2.06% |
| Symmetry Partners, LLC | 300,100 | $26,061,000 | 1.76% |