VANGUARD WELLINGTON FD's ticker is VFVA and the CUSIP is 921935805. A total of 1 filers reported holding VANGUARD WELLINGTON FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| CPWM, LLC | 13,992 | $1,010,000 | 0.14% |
| Pinnacle Wealth Management Advisory Group, LLC | 4,103 | $296,000 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 23,335 | $1,685,000 | 0.10% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 7,750 | $560,000 | 0.07% |
| Parkside Financial Bank & Trust | 477 | $34,000 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5,223 | $377,000 | 0.01% |
| D.A. DAVIDSON & CO. | 4,935 | $356,000 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3,687 | $266,000 | 0.00% |
| Citadel Advisors | 37,928 | $2,739,000 | 0.00% |
| JANE STREET GROUP, LLC | 6,367 | $460,000 | 0.00% |