VANGUARD WELLINGTON FD's ticker is VFMV and the CUSIP is 921935409. A total of 32 filers reported holding VANGUARD WELLINGTON FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $399,576 | -12.4% | 4,155 | -9.1% | 0.01% | -13.3% |
Q2 2023 | $456,011 | -12.5% | 4,570 | -13.7% | 0.02% | -16.7% |
Q1 2023 | $520,922 | +6411.5% | 5,295 | +6602.5% | 0.02% | – |
Q1 2022 | $8,000 | -83.0% | 79 | -81.9% | 0.00% | -100.0% |
Q4 2021 | $47,000 | +9.3% | 437 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $43,000 | 0.0% | 436 | +0.2% | 0.00% | 0.0% |
Q2 2021 | $43,000 | +4.9% | 435 | -0.2% | 0.00% | 0.0% |
Q1 2021 | $41,000 | +5.1% | 436 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $39,000 | +30.0% | 436 | +21.8% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +7.1% | 358 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $28,000 | +250.0% | 358 | +211.3% | 0.00% | +100.0% |
Q1 2020 | $8,000 | -27.3% | 115 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $11,000 | +10.0% | 115 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $10,000 | – | 115 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ANDERSON HOAGLAND & CO | 81,447 | $8,009,000 | 1.02% |
Strategic Financial Services, Inc, | 5,792 | $570,000 | 0.04% |
Graypoint LLC | 2,827 | $278,000 | 0.04% |
Autus Asset Management, LLC | 2,875 | $283,000 | 0.03% |
FLOW TRADERS U.S. LLC | 5,257 | $517,000 | 0.03% |
AVANTAX ADVISORY SERVICES, INC. | 14,524 | $1,427,000 | 0.03% |
Prospera Financial Services Inc | 2,975 | $293,000 | 0.02% |
SRS Capital Advisors, Inc. | 714 | $70,000 | 0.01% |
Parkside Financial Bank & Trust | 215 | $21,000 | 0.01% |
D.A. DAVIDSON & CO. | 3,885 | $382,000 | 0.00% |