VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 64 filers reported holding VANGUARD WELLINGTON FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 373,627 | $35,308,000 | 10.46% |
| Cassia Capital Partners, LLC | 63,441 | $5,995,000 | 5.42% |
| Paragon Wealth Strategies, LLC | 173,480 | $16,394,000 | 4.98% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 92,003 | $8,698,000 | 4.77% |
| Fortis Advisors, LLC | 55,825 | $5,275,000 | 3.75% |
| ANDERSON HOAGLAND & CO | 240,179 | $22,697,000 | 3.21% |
| Compass Ion Advisors, LLC | 65,775 | $6,216,000 | 2.56% |
| Symmetry Partners, LLC | 300,100 | $28,359,000 | 2.04% |
| Andesa Financial Management Inc. | 34,532 | $3,263,000 | 1.06% |
| PEAK FINANCIAL ADVISORS LLC | 8,242 | $779,000 | 0.66% |