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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,637,236 | -19.3% | 56,327 | -46.0% | 3.99% | -15.0% |
| Q2 2023 | $6,982,865 | -1.6% | 104,383 | -1.8% | 4.69% | +1.2% |
| Q1 2023 | $7,098,478 | +1.3% | 106,320 | +1.7% | 4.64% | -13.1% |
| Q4 2022 | $7,010,484 | +14.3% | 104,521 | +4.7% | 5.34% | +22.0% |
| Q3 2022 | $6,132,000 | +0.8% | 99,825 | +2.9% | 4.38% | +8.5% |
| Q2 2022 | $6,086,000 | -5.3% | 97,013 | +1.3% | 4.03% | +14.4% |
| Q1 2022 | $6,427,000 | +6.7% | 95,775 | +4.1% | 3.53% | +0.9% |
| Q4 2021 | $6,023,000 | +6.2% | 91,991 | +2.5% | 3.50% | +0.8% |
| Q3 2021 | $5,674,000 | -10.4% | 89,773 | -19.1% | 3.47% | -5.3% |
| Q2 2021 | $6,336,000 | +20.1% | 111,010 | +98.9% | 3.66% | -2.4% |
| Q1 2021 | $5,275,000 | – | 55,825 | – | 3.75% | – |
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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% |