VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 66 filers reported holding VANGUARD WELLINGTON FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $31,758,000 | -0.2% | 297,587 | -1.8% | 8.32% | +8.1% |
Q4 2021 | $31,826,000 | +15.0% | 302,890 | +8.2% | 7.69% | +4.3% |
Q3 2021 | $27,684,000 | +15.4% | 279,980 | +16.5% | 7.38% | +12.3% |
Q2 2021 | $23,986,000 | +46.3% | 240,391 | +38.6% | 6.57% | +31.8% |
Q1 2021 | $16,394,000 | – | 173,480 | – | 4.98% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 422,629 | $42,296,759 | 10.68% |
Milestone Advisory Partners | 71,265 | $7,132,201 | 5.93% |
Fortis Advisors, LLC | 56,327 | $5,637,236 | 3.99% |
ANDERSON HOAGLAND & CO | 247,489 | $24,768,730 | 3.31% |
MorganRosel Wealth Management, LLC | 60,095 | $6,014,308 | 2.51% |
Pacific Center for Financial Services | 57,505 | $5,755,061 | 1.96% |
Smart Money Group LLC | 35,382 | $3,541,068 | 1.68% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 28,754 | $2,877,494 | 1.60% |
RWA WEALTH PARTNERS, LLC | 626,550 | $62,705,159 | 1.37% |
Symmetry Partners, LLC | 206,355 | $20,652 | 1.12% |