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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 40,768 | $3,920,561 | 3.26% |
| ANDERSON HOAGLAND & CO | 175,324 | $16,860,488 | 2.25% |
| Destiny Wealth Partners, LLC | 81,065 | $7,795,779 | 1.57% |
| Compass Financial Group, INC/SD | 15,938 | $1,532,815 | 0.46% |
| Foundations Investment Advisors, LLC | 57,178 | $5,498,658 | 0.17% |
| Keystone Financial Group | 6,453 | $620,571 | 0.10% |
| Sharkey, Howes & Javer | 5,569 | $535,557 | 0.10% |
| BROWN WEALTH MANAGEMENT, LLC | 2,150 | $206,760 | 0.10% |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,208 | $212,309 | 0.07% |
| UMB Bank, n.a. | 35,371 | $3,401,544 | 0.06% |